Administrator: Customer Training

• Number of Videos in Session: 3
• Total Viewing Time in Session: 4:29

Customers are the cornerstone of your FieldEdge database. The following tutorials will review the three scenarios you'll encounter when entering new Customers into your system.

Part 1: Adding a Residential Customer

This first video will discuss how to add a residential customer into FieldEdge.

• How to add a residential customer
• Review important fields specific to customer entry
• How to avoid adding duplicate customers

Part 2: Adding a Commercial Customer

In this scenario, we will learn how to add a commercial customer to your database.

• Where to begin entering commercial customers into FieldEdge
• How to enter parent/child, or sub customers, into your database
• Identify important fields relevant to commercial customers

Part 3: Adding a Customer from Phone Integration

In our third session, we will review adding a customer through FieldEdge Phone Integration.

• How to identify a when a customer is calling in and how to add them to the system
• How to recognize existing customers in FieldEdge
• How to tag incoming calls appropriately