Customers

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Customers

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Layout

The Customers window presents you a list of all Customers in the system. The Customers window can be access from Settings available from the Dashboard.

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Main Menu


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Mass Change

It is now possible to mass change more than a dozen values across multiple customers using the newly introduced Change tool.

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On the Changer window, you can activate any of the available check boxes to enable the available "changer tools" for the values available to be changed. When you activate (check) a check box, the dropdown selection list becomes available. The value selected (including "None") will then be used once you press the OK button to immediately apply the selected value(s) across all of the previously selected (highlighted) customers.



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Columns

Standard


Additional




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Customer

The customer window contains all of the information about each advertising client, their default scheduling and billing settings, associated copy and cart numbers and any additional notes associated. The customer window can be accessed from several areas including Customers, Contracts and AR.

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Above the tabs, you have three fields:


The status of Customers is visible on Reports including the Contract report and Customers report.

★ Introduced in Premier 2014.

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Contact Info

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You will see two address sections in this tab. The first is the physical address of the client. This is for the sales team to make their calls upon the client. It can also be the mailing address for invoices.

However, if the client uses a P.O. Box for their mail, you have the option to add a second billing address. Uncheck the box next to the world "Same" in the Billing Address section to enter the billing address. Unless this client has an agency, this address will be used for all non-electronic correspondence with the client.

The phone section allows you to store a phone and fax number for the client.

The e-mail section must be filled in if you wish to send invoices or daily spot times electronically. If using EmailMyTimes, place a check mark into this field if this customer will be receiving daily spot times upon locking of a log that they have items scheduled upon.

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Scheduling

The scheduling tab contains the settings utilized for the automatic placement engine when placing spots on the log. These settings are also used when spots are manually placed on the log in order to provide warnings; which can be overridden.

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Contract Entry

The contract entry default values are the defaults that will be used for every contract you place for this customer. The settings can be overwritten for an individual contract but what's placed here will appear as the initial settings for each contract.


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Complex Rotations ★

Depending on the role of the person viewing this tab, there may be an additional check box that states "Make rotations more difficult/complicated." This enables the ability to connect/limit a Contract line item to a Rotation. There are significant limitations that are attached to doing this action; however, the action is completely optional. Even when enabling this setting (customer-by-customer), nothing is any different other than the ability now exists to "make rotations more difficult/complicated."

There may be many reasons as to why you might want to do this; however, we will let some of our customers explain the circumstances in their own words.

"An agency places a schedule with a specific request that their added value spots be a certain Ad-ID. They will not accept the contract being split into two invoices and all spots must reflect the actual length (so a 59, 60 setup will not work). This option allows the specific spot to be assigned directly to the line in the contract representing the added value spots." -- Shawn (Laramie, WY)

It is important to understand that although this option being enabled greatly simplifies these very specific scenarios; using this feature for 99% of your other contract scenarios will produce a negative result and increase significantly any work involved throughout the lifetime of the contract. In other words, only use this if you truly have a scenario that fits; for all other scenarios, use the normal (default) approach.

For how this affects Contracts, please see Contract.

★ Feature not available in Essentials.



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Customer Separation

Similar to the conflicts, this separates the customer from their own spots.


Unless this setting is a longer time period than the conflict code assigned to the customer, this will have no effect. Is it not required you use it and in most cases you can set this to 0.

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Billing

The billing tab contains the settings that define how billing oriented tasks will be performed.

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Financing


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Invoices


Under Statements there are only two choices:
Under Invoices there are thirteen (13) choices:
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Statements


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Copy

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This tab contains all copy associated with that particular customer.

Notice the View in the lower middle left of the tab window.

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By clicking the View, it will pop a menu. By clicking on Archived it will pull up trashed and archived copy.

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When turned on, Archived will have a check mark by its name and clicking it again turns it off.

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Notes

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A place for you to comment about the client internally allowing your sales team to share notes.

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Dropdown Menus

We have added a context menu to the Customer, Agency, Owner, Sales Person, Primary Conflict, Secondary Conflict, Revenue Type, Revenue Source, Avail Type, Credit Policy, Country, Sales Commission, Agency Commission and Category dropdown selection boxes throughout the application.

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Tools include Open and New.



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FAQ

TODO Add any questions as they come up to this section.

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Additional Information

See Customer/Contract Scenarios.

Table of Contents [Hide/Show]


Customers
   Layout
      Main Menu
   Mass Change
      Columns
Customer
   Contact Info
   Scheduling
      Contract Entry
      Complex Rotations ★
      Customer Separation
   Billing
      Financing
      Invoices
      Statements
   Copy
   Notes
   Dropdown Menus
FAQ
Additional Information