Customers
                                                    mRev Pro
by TookWorks, Inc.

Customers

Customers
1

toolbar

1.  toolbar
Functionality of buttons
 
      Exit
 
              Print
 
              Save
 
              Redo
2

Customer Search Criteria

2. Customer Search Criteria
  • Name Search - enter name of Customer.
  • Number Search - enter cell phone number of customer.
3

<<Back button

3. <<Back button
Click on "Back" button to go previous customer.
4

Next>> button

4. Next>> button
Click on "Next" button to go next customer.
5

Customer Area

5. Customer Area
Customer #
Customers unique Account number
First Name
Customers first name
Last Name
Customers last name
MI
Customers middle name initial
Contact
Person to reach in case customer cannot be reached
Address
Customers address information
Address
Continuation of Customers address information
Remarks Button
Click on this button to add Remarks / Comments
City
Customers city where address resides
State
Customers State where address  resides
Zip
Customers mailing Zip Code
Phone 1
Customers primary phone
Phone 2
Customers secondary phone
SSN
Customers social security number
Cred. Card
Customers credit card number
Exp
Credit Card Expiration Date
Card Type
Dropdown of credit card selections
Date of Birth
Customers date of birth
ID
Customers Tax Id
 
Check Boxes:
  • Do not print Statement - Check if statement is not to be printed.
  • Reseller - Check if reseller.
  • Cash Customer (Used in POS for Cash Sales) - Check if Customer pays with cash.
 
Miscellaneous Customer Information: - Enter here any important information.
6

Remarks button

6. Remarks button
Click on "Remarks" button and post comments / remarks on customer.
 

Made with help of DrExplain