Glossary

Customer No
The number that can be used in the software to search for the customer.
Name
The customer's name.
Address
The customer's address information.
City
The customer's city.
State
The customer's state.
Zip Code
The customer's Zip Code.
Country
The customer's country.
Phone
The customer's main phone number.
Ext
The customer's main phone extension.
Fax
The customer's Fax number.
Email
The customer's contact email address.
Active Status
The customer's active status.
Linked In
The identity of the customer's LinkedIn account.
Facebook
The identity of the customer's Facebook account.
Twitter
The identity of the customer's Twitter account.
Billing Contact
The name of the billing contact. Contacts are selected from the contact list.
Terms
The terms that are used when billing the customer.
Tax Schedule
The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.
Tax Exempt No
The customer's tax-exempt number, if the customer is tax exempt.
Price Level
The customer's price level.
Salesperson
The customer's default salesperson. Salespersons are stored in the Company Representatives list.
Account Manager
The customer's account manager. Account managers are stored in the Company Representatives list.
Desc here