Customer Details

Customer Details

The customer details are the full address of the customer you have tested. This is what is printed out on all the Test Reports and Certficate and also on the Invoice (unless you have added an Invoicee See Also Invoicee Details).

You must first download test results from your PAT tester, or open a file that you have previously saved in order to enter Customer Details.

Once you have done this, go to the "Customers" menu (from the top menu bar) and choose "Customer Details" (Quick Key Press CTRL + E)

The Screen above shows that you can enter the full address information. Once you are happy, click OK. If you click on Cancel then none of your changes will be saved. Note that if you enter an invalid postcode, email address or phone number, you will be notified of the errors but not prohibited from continuing. Once customer details have been entered, you will see the details appear in the bottom right of the main screen, shown below.

TIP: You can also click the area on the main screen where the customer address is displayed and you will be taken to the Customer Details screen. This is in the 3rd window at the extreme bottom right of the main screen.

All your customers (and files associated to your customers) are listed in the Review Customers screen (go to the "Customers" menu on the top menu bar and choose "Review Customers"). This can be a quick way to access your files.

Mobile Phone Number

If you want to store a mobile phone number instead of a fax number for your customer. Set the option to do so in the System Settings Screen. The field labelled Fax Number will then be labelled Mobile Number.

Order No

If you enter a Purchase Order Number in the Order Number field, this will be printed out on any invoice you print.

Email

Click on Email to write an email to the customer. This obviously will only work if there is an email address in the email field. If you wish to Email your Customer with the SimplyPats data file attached, use the Email Data toolbar button. See Also Email Results.

Import

When you click on this button you will see a dialogue of all your previous SimplyPats data files.

If you select one, the customer details from that file will be imported into this file. This can be useful if you have retested a customer and want to save yourself time typing in the customer details from last year. Simply select last years data file and it will copy the details in for you.

Word

When you click on this word button you are prompted whether you want to include a body document. Following this question you will see a word document created with the customers address and your address already completed and dated. See Also Contacting Your Customer

Copy To Clip Board

This button will copy the customer address to the clip board so you can paste it into another program e.g. a word processor or label program.

Print

Allows you to print your customer details or generate a PDF of the print out. See Also Print Preview

Cancel

Closes the Customers Details screen and abandons any changes.

Closes the Customers Details screen and saves any changes.