Entering customer information - HxGN EAM - 12.0.1 - Help - Hexagon

To enter customer information:

1. Select Operations > Call Center > Call Center.

2. Click Create New Call Center Record.

3. Specify this information:

   Name - Specify the customer’s first name, middle initial, and last name.

   Company Name - Specify the company where the customer is employed.

   Employee Code - Specify the code for the employee.

   Address 1/Address 2

   • Specify an address.

     Click Copy to Work Address to copy Address 1 or Address 2 to the work address on the action request.

   • Specify the customer's City, State, and Zip Code.

   • Specify the customer's Primary Phone, Secondary Phone, and Third Phone numbers.

   • Specify the customer's Primary Fax and Secondary Fax numbers, as well as the Primary E-mail and Secondary E-mail addresses.

     Click Launch E-mail to send an email message to the customer.

     Address Alias - Specify a popular name for an address, such as Haywood Mall or Cleveland Park.

     Notes - Enter notes specific to the customer.

4. Choose one of the following options to save:

   • Click Save as New to save the customer information to a new contact information record. See Entering contact information.

   • Click Save Changes to save any changes made to this customer’s information to the existing contact information record.

     Optionally, if you do not wish to save the information to a contact information record, leave the information added and navigate to another section. The new information is saved to the customer request, not to the contact information record.