Innova Online Manual

6. Customer Service

You may:

• Add a new customer
• Delete the current customer record
• Save the customer record to the database
• Go to a specific customer
• Find a customer
• Print the customer information

As well, the information is grouped into four distinct sections.

• Contact Info - displays the address, phone numbers and gender of the customer
• Additional Info - outlines other details such as the anniversary and birth dates
• Spouse - contains the name, birthday and gender of the customer's spouse
• Points and Credits - keeps track of the number of points accumulated and credit notes to date

Add New Customer

To add a new customer record, click [Add] on the toolbar and begin filling in the appropriate information.

As a unique feature of Innova, when you type in the spouse's name, certain things happen:

1. The last name is assumed to be the same as the customer's last name.
2. The gender is assumed to be the opposite of the customer's. This can be changed at will.
3. A new record for the spouse's information is created (if not yet created) containing the name, gender, birthday, and the address, anniversary, and phone numbers of the customer.
4. The spouse information in the spouse's record is set to the customer.

This process is called "reciprocation" and occurs every time the spouse's information changes.

Innova assumes that the phone number area code and city is the same as the city in which the company is registered. Furthermore, names are automatically capitalized for convenience.

Related Topic...

• Customer History
• Other Customer Tools

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