The following table explains the fields on the new customer page.
|
Section/Field
|
Enter this information...
|
|
Enter customer name
|
| Service Provider
Name
|
Your service
provider. This is already be selected
for you.
|
| Account Type
|
The type of account
- Residential or Business
|
| Contact First Name
|
The customer’s
first name, or if this is a business, the primary contact’s first name. This name will be
used to identify the account in the system; you will enter the directory
listing name later.
|
| Contact Last Name
|
The customer’s last
name or surname, or if this is a business, the primary contact’s last name. This name will be
used to identify the account in the system; you will enter the directory
listing name later.
|
| SSN/EIN
|
Either enter a SSN
(for an individual) or EIN (for a business).
|
Phone Number
|
The telephone
number where the customer can be reached.
|
Email Address
|
The email address
where the customer can be reached.
|
Main Billing Number
|
The telephone
number for the billing address.
|
|
Enter customer service address |
Street Number
|
The number of the
address only. For example, if the
customer’s service address is 100
Main Street, enter 100.
|
Street Name
|
The street name
only. Do not include Street, Road, etc. Using the above example, enter Main.
|
Street Type
|
The type of street,
for example, Street, Road, Avenue, Court, etc. Completing the example, select STREET.
|
City
|
This is completed
automatically, based on the Zip code you enter.
|
State
|
This is completed
automatically, based on the Zip code you enter.
|
Zip
|
Five-digit Zip code
|
County
|
The county in which
the service address is located. The
possible counties are listed, based on the Zip code you enter.
|
|
Enter customer directory listing address
|
DA/DL Name
|
The name by which
the customer would like to be listed - in printed telephone books and
directory assistance.
|
Yellow Page Listing
|
For business customers. The heading under which the business should be listed in the
Yellow Pages.
|
Street 1
|
The first line of
the residential or business address. This is usually the street address.
|
Street 2
|
The second line of
the residential or business address.
For example, an apartment or suite number.
|
City
|
This is completed
automatically, based on the Zip code you enter.
|
State
|
This is completed
automatically, based on the Zip code you enter.
|
Zip
|
Five-digit Zip code. When the address is checked, RPM fills in the last four digits.. When the address is checked, RPM fills in the last four digits.
|
County
|
The county in which
the service address is located. The
possible counties are listed, based on the Zip code you enter.
|
Lesson 1 - Adding a Customer