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Main Tab

For more information about the Main tab, see the video 02-010-001 AR: Customer File - Main Tab.
 
The Main tab contains mostly contact information.  You can enter multiple phone numbers and an address, save a driver's license number, and indicate groups to associate the customer with.
Main Tab
1

Email

1. Email
Clicking Send Email allows you to send an email directly to this customer.  You can request an email acknowledgment, set the priority, and attach a document or image using the paperclip.
 
Show Emails lists all email communications with the customer.
 
Note that email must be enabled in System | Company Setup | Company Information | Mercury Server Settings in order to email customers.
2

Ship To

2. Ship To
This allows you to save addresses for shipping items. 
 
To view or edit details of an entry, click Properties.
 
The Ship To list can be accessed from the Payment screen in Ring Sale.
Main Tab
 
3

Export

3. Export
This allows you to export a customer's information as a CSV file that could be imported into a spreadsheet.