The New Customer and Edit Customer screens allow you to enter and edit details for customers in your database, including name, address, identity, and type. A 'customer' in PSA is the main record that phone numbers, email addresses, contacts, tickets, etc. are created against.
Each field on the New/Edit Customer screens is defined below.
NOTE: Fields on this screen will change depending on the Identity (business or residential) selected for the customer.
No.
Label
Definition
1
Identity
Identity associated with the customer. Identity options include Business and Residential.
Customer Information
2
Name
Name of the customer's company. This field displays if you selected BusinessIdentity.
3
Billing Email
Email address where the customer should receive their bills. This field displays for both Identity options. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account.
4
Website
URL for the customer's website. This field displays if you selected BusinessIdentity.
5
First Name
First name of the customer. This field displays if you selected ResidentialIdentity. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account.
6
Suffix
Suffix of the customer. This field displays if you selected Residential Identity.
7
Middle Name
Middle name of the customer. This field displays if you selected ResidentialIdentity.
8
Last Name
Last name of the customer. This field displays if you selected Residential Identity. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account.
Address Information
9
Address 1
Line 1 of the customer's address.
10
State
State for the customer's address.
11
Address 2
Line 2 of the customer's address.
12
Postal Code
Postal or ZIP code for the customer's address.
13
City
City for the customer's address.
14
Country
Country for the customer's address.
Customer Classification
15
Type
Type of customer. Type options include Customer and Prospect.
16
Billing Profile
Billing profile for the customer. See the Create/Edit Bill Profiles article for more information on configuring bill profile options.
17
Status
Status of the customer. Status options include Open and Closed.
18
Parent Account
Parent account for the customer. This field populates with a list of all existing customer accounts in your database, regardless of whether they are already set as parent accounts. Leave this field blank for Parent or Standard accounts.
