Customer Form // Contact Info Tab
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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.
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.
Enter all the email addresses that will receive the customer invoice(pdf and/or JSON format). Learn more at: Email Multiple Invoices
Enter all the email addresses that will receive the Customer Statement Balance(PDF format). Learn more at: Send Statements and CustomerAccount Overview.
Enter all the email addresses that will receive the inventory availability. Learn more at: Availability Builder
Enter all the email addresses that will receive the invoice authorized to SRI(pdf and/or JSON format). Learn more at: Email SRI Invoices.
Phone: Set the customer's phone number.
Mobile: Set the customer's mobile number.
Fax: Set the customer's fax number.
This field can be used to set the internal customer ID of the farm.