Customer Window

The customer window lists all information needed before adding a new customer. To customize, add, or make certain fields required go to Edit Preference that populates when cursor is place over the Gray Customer Number.

Customer Fields

These are the fields that appear on the left column when adding a new customer and are explained in detail below:

• Phone Number allows you to enter the customer's phone number. 
  • The Go button checks for any duplicate phone numbers in the database. The Go button also checks the online white pages and pulls up the address information that correlates to that phone number.
• First Name and Last Name are REQUIRED fields. If you work with business’, you may want to activate Business Name under Edit Preferences, which allows for the company name to be entered.
• Street field can be required or optional when entering customer information and refers to the customer address. You can change these settings by going to Edit Preferences.
  • You may enter a Physical and/or Billing address for each lead by clicking on the appropriate address button found below the Last Name field. 
  • **NOTE** Next to the State field in the address section you will notice a link which will take you to either Google Maps, Map Quest or Yahoo! Maps. These maps are helpful in finding your customer's address and will display the exact directions on a map. (Only one of these options will show up here at a time and you can make your selection under Home>My Account, here you will notice a drop down called Maps where you can make your choice).

• Zip Code allows you to type in the lead’s zip code. Once a zip code is entered, Agemni CMS auto populate the city and state information.
  • If you want to group several areas under one zip code, you can do so by setting up Auto Area Selection under Admin > Preferences. After that is done, go to Admin > Areas and create an area name for the particular section you had in mind. Once this area is established, it will appear below. Click on the Zip Code button to the right of the area and you will be able to assign any zip codes you would like to this area.
  • **Note** You may assign one zip code to more than one area.
• Alt. Phone and Cell phone are fields you can either make optional or required under Edit Preferences.
• SSN can be required or optional. Any social security number entered into the system will automatically be checked for duplicates by Agemni CMS.
  • **Note** Agemni has a security feature that prevents an “Employee” user type from reusing a social security or credit card number in order to qualify a customer. If it is already entered on another customer in Agemni, an Admin or manager password will be required to override this restriction.
  • **Note** Also, aside from the moment they enter them, if they create the lead or customer) "Employee" user types cannot view social security numbers on customer pages (they are masked), but "Manager" and "Admin" user types can.
• E-mail is another field you can make optional or required for the lead, but will allow you to store the email address of the customer. Once an email is saved in this field youwill see a blue 'Send' button appear right below the email address. This button allows you to email the 3rd Part Agreement directly to the customer's email that you have saved. 
  • Press the blue 'Send' button
  • Add a message that you would like to appear in the email in the Message memo box
  • Press the blue 'Send 3rd Party Email' button and the contract and message will be sent to your customer.

Customer Tabs

These are the fields that appear in the middle section of the customer page and are explained in details below:

• INFO -  is the first tab in the middle section of the customer information where you will see the following: fields:
  • Area is a REQUIRED field. Choosing the correct area is important. Doing so allows the correct lead reps, reps, technicians, and ad campaigns to be assigned to the lead.
  • Campaign lets you select previously set up ad (marketing) campaigns. By selecting the campaign that made your lead interested in your company, you will be able to track the number of leads, sales, and installations that have resulted from specific campaigns. This information can be found on the Reports tab and can be very useful when planning future marketing campaigns.
  • Referred By gives you the option to list which Agemni customer referred the new lead to you.
  • Language drop down allows you to specify the language that the customer speaks for future reference.
  • Bound Type is the drop down that allows you to specify if the custoemr came to you through an 'inbound' phone call or if you found the lead through 'outbound' calls.
  • Home Type allows you to track what type of home the customer has for installation purposes.
  • Crossroads helps installers and technicians find the physical location of customers. You can be as detailed in you directions or simply enter the 2 major cross streets nearest the lead’s address.
  • Status lets you set a status for the Customer account in general, as opposed to the invoice status (on the invoice side of the screen), which shows the status of the appointment, invoice, work order, etc. You can edit the options in this drop down menu, but common customer statuses include 'Collections,' 'Active Customer,' 'Did Not Qualify,' etc.
  • Structure, Home Type, Roof, and Wiring are helpful tools that provide information for technicians about the installation.
• Satellite/Security - is the second tab and is where specific Satellite and Security information is stored depending on the providers that you have active.
  • Provider Account # is generally used for DISH Network customer’s and is the CSG account number. This is especially important if you are working with DISH Network fulfillment.
• Other - this tab is the third tab and is where additional information on the customer can be stored.
  • 
  • Gender buttons allow you to save whether the customer is male or female.
  • Driver's Lincense # is a field where you can store the customers driver license #.
  • Date of Birth is a field that you may use to save the customer birthday through Agemni.
  • Employer field is a place where you can save your customer's employment information.
• History - this is the last tab on the customer page and is where the history of the customer is stored. By clicking on this tab you will be able to see who added the customer and when as well as see who was the last employee to modify the customer information.