In this lesson, you will learn all about how to create, find, edit, print, and delete a customer. This lesson assumes that you have read the Quick Start Guide and completed Lesson 1.
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Complete the following scenarios:
Create a new customer using real data from one of your customers. Try to fill in as many of the fields that you can. Show Me
Create a new customer. Enter “CustomerABC” for the Company Name. Set the Address Type to "Both". Enter any information you would like for the following fields: Primary Contact, Title, Address Line 1, City, State, Zip, and Phone. Show Me
Create a new customer. Enter “Customer123” for the Company Name. Set the Address Type to "Both". Enter any information you would like for the following fields: Primary Contact, Title, Address Line 1, City, State, Zip, and Phone. Show Me
Create a Ship To customer for “CustomerABC”. Enter any information you would like for the following fields: Primary Contact, Title, Address Line 1, City, State, Zip, and Phone. Show Me
Now that you have created some customers, lets practice the various ways of finding them. (Note: You will find that some of these steps are very similar to those in the previous lesson.)
Complete the following scenarios:
Use the Simple Search form to find “CustomerABC” by the Contact First Name. Show Me
Use the Simple Search form to find “Customer123” by the Contact Last Name. Show Me
Use the Simple Search form to find “CustomerABC” by the Company Name. Show Me
Use the Simple Search form to find “Customer123” by the Customer Number. Show Me
Use the Summary of Customers & Prospects form to find “CustomerABC”. Show Me
Use the Summary of Customers & Prospects form to find all the customers that begin with the letter “G”. Show Me
Use the Summary of Customers & Prospects form to find “CustomerABC” by filtering for the Contacts First Name. Show Me
Use the Summary of Customers & Prospects form to find all the customers that are not located in your state. Show Me
Use the Summary of Customers & Prospects form to find all the customers that have a zip code beginning with “888”. Show Me
Use the Summary of Customers & Prospects form to find all the customers that are located in the city of “Irvine”. Show Me
Use the Summary of Customers & Prospects form to find all the customers that are located in the city of “Miami” or “Los Angeles”. Show Me
Use the Summary of Customers & Prospects form to find any customer by the last four digits of their phone number. Show Me
Use the Summary of Customers & Prospects form to find the customer that comes last in the alphabet. Do this without scrolling down to the bottom of the list. Use an option from the right-click menu. Show Me
Use the Summary of Customers & Prospects form to find all the customers that fall under the type of “Prospect”. Show Me
Use the Customers & Prospects form to find all the customers that begin with the letter “L”. Show Me
Use the Customers & Prospects form to find a customer with a contact that has the Last Name of “Smith”. Do this using filtering options. Show Me
Use the Customers & Prospects form to find all the customers that are in the State of California. Show Me
Complete the following scenarios:
Edit the Products/Services field of “CustomerABC”. Show Me
Change the Default Pricing for “Customer123”. Show Me
Add a new Contact to “CustomerABC”. Show Me
Complete the following scenarios:
Print a summary of all the customers and their addresses by using the Summary of Customers & Prospects form. Show Me
Print “CustomerABC’s” record and contact information. Show Me
Print a customer listing sorted by the Customer Number. Show Me
Complete the following scenarios:
Delete “Customer123”. Show Me
ID: L1032