Customer

 

To open the customer Add/Edit window from the Edit menu select Edit Customer. Or click the  icon and select Add/Edit Customer.

 

 

 

 

 

 

The customer window allows you to add, edit, and import customers into the T-Boss application. To add new a customer simply type the customer name into the new customer text box. Once you begin typing you will notice the customer drop down list become un-editable signifying that a new customer is being added. Enter information pertaining to the customer including address, phone, etc .You can optionally enter a customer code into the customer code textbox or let T-Boss generate one for you. The customer code is the key identifier used when exporting to QuickBooks. If you do not import your customers from QuickBooks be sure to enter the customer code that corresponds to the customer code in QuickBooks. To import customers from QuickBooks simply click the Import From QuickBooks button and locate the .iif file you generated from QuickBooks. To Export Customers from the QuickBooks accounting program from the  "File" menu select Export List of IIF Files. Once the Export window appears check the Customer List and select OK.

The Show Activity button allows you to View/Edit all the activities relating to the selected customer.

Clicking the Show All link brings up a window containing all of the customers found in your database. This allows for quick editing of information pertaining to all of you customers.

To View/Edit a customer that is already in your database simply type in the name of the customer, or click the customer drop down list and select the customer of your choice.

Customers marked as prospects will only appear in the customer drop down of the Invoice/Quote screen when creating a quote. The invoice view only shows actual customers. To make a customer appear in the invoice view, uncheck the Mark as prospect checkbox.

 

Contact Management

 

 

 

Clicking the Contact Management tab allows you to Enter/Edit contact management details for the selected customer. Click the Add New button to add a new contact for the selected customer, or simply click inside any of the contact management details to edit. If the contact has an email address you should enter their email into the available column as all contact email addresses will be immediately accessible when sending an email to that particular customer. Add remaining details such as the company type, references (how they heard about your company) and optionally select if you would like to include then when performing a bulk email operation. The email address below the bulk email option will be the default email address used when performing a bulk email.

 

 

 

Art

 

 

 

Click the Add Art button to add customer artwork to the customers art folder automatically generated by T-Boss. It is important to add art to the customer folder as this will allow for immediate access to all of the customers artwork when creating an Invoice/Quote. If you already have a lot of art for a particular customer you can also copy and paste, from windows explorer, those files into the T-Boss generated customer art folder. Click the View button to view the selected artwork. When complete, click the Save button to save all your changes.