Entering
Customers
The following instructions walk you through
adding customers to the database.
- From the main "Job Tracking"
tab, click on either the [CUSTOMER] icon from
the Create/Edit
section of the screen, or on the "Customer"
link located in the row of links below the
main program navigation tabs. The Customer
List screen opens.
- The fields at the top of the screen allow
you to specify how you would like the list
of displayed customers to be sorted. When
returning to this screen, the list will automatically
display based on the default sort settings.
Click on the [DISPLAY] icon to bring up a
list of customers currently in the database.
Click on [ADD] to enter a new customer.
- Enter a Name
for the customer as you would like it to appear
in the software.
- Enter a Customer
ID. This ID is used in various sections
of the program.
- The Export
Code is used when exporting customer
information from TimeForce II to external
payroll management software.
- Enter the customer’s address into the appropriate
address fields.
- Enter a Primary
Contact, Phone
number and Email
address.
- Enter a Secondary
Contact, Phone
number and Email
address.
- Select the Billable
option if hours worked on a job that this
customer is assigned to are to be billed to
the customer.
- Click on the [CREATE] icon to add the customer.
Each customer is displayed on the main Customer List
screen. Click on the link under the Name
column to edit customer information. Click on
the  icon to
inactivate a customer. Inactive customers are
not used by the system, but are retained for later
reactivation.
Related Topics
- Once customer records have been inserted,
customer notes can be added. See Customer
Notes more information.
- Customers are assigned directly to your
Job Profiles. See Creating
Job Profiles for more information.
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