Navigation:  Customers Tab > Create New Person >

General Information Tab

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The first tab is the General Information for the new User. Here you will enter all the contact information for the new customer, such as address and contact phone numbers. You also can choose what contact method the customer chooses to allow.

 

You can also set the name source here to specify what source this name came from, such as, National Data Service, Coupon, and any other name source that you specify.

 

Add New Person General Tab Screen Shot

 

Enter all the General information into the correct field.

 

The contact method drop down is where you can choose the contact that the person prefers.

 

Contact Method Dropdown

 

Contact Method Drop down

 

 

The OK to share radio buttons are important as they are where you will choose whether the customer will allow you to contact them by that method. If customer opts out you must remove the check mark and that person will no longer be included in that type of plan.

 

 

 

Ok to share emailOk To phone

 

Ok to contact radio buttons

 

 

 

 

 

 

The name source drop down allows you to choose where the customer came from and can be targeted to.

 

 

 

Name Source Drop Down

Name Source Drop Down Menu

 

To enter a new name source click Name source add button. This will bring up the Add Name Source Screen.

 

 

Add Name Source Screen

Add Name Source Screen

 

You will see all the existing name sources and their abbreviations. To enter a new Name Source type the name that you want it called and the Abbreviation that you want and hit save. The name will be added to the list.