Customer Form // Contact Info Tab
In this section, any information that can be used to contact the customer is entered, including the customer's email address, phone, mobile, fax, Skype address, etc.
Note that fields with (*) are compulsory in the creation of a customer.
Customer Email Address Information
The following information help to set the mass email sending of different documents from the system itself.
Recommendations:
Separate the email addresses with a semicolon (;), for example: customer@gmail.com;customer2@gmail.com;customer3@gmail.com
Make sure there is no space at the begging or the end of the information entered.
Invoices Email(*)
Enter all the email addresses that will receive the customer invoice(pdf and/or JSON format). Learn more at: Email Multiple Invoices
Statements Email(*)
Enter all the email addresses that will receive the Customer Statement Balance(PDF format). Learn more at: Send Statements and CustomerAccount Overview.
Availability Email & Skype Address
Enter all the email addresses that will receive the inventory availability. Learn more at: Availability Builder
SRI Email
Enter all the email addresses that will receive the invoice authorized to SRI(pdf and/or JSON format). Learn more at: Email SRI Invoices.
Other Contact Info
Phone: Set the customer's phone number.
Mobile: Set the customer's mobile number.
Fax: Set the customer's fax number.
Farm Code
This field can be used to set the internal customer ID of the farm.
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