Data Entry Process: Adding Customer Information

Published on January 22, 2015
After you have entered the unit types and individual units, it is time to add in your customer information into your <a href="">Self Storage Management Software.</a>

Click on the ‘customer’ tab and then click on ‘new customer.’ From here on out, the process is fairly simple, but here are a few things you need to remember:

<li>The name you enter for your client needs to be their first name and then last name. For example: Sam Smith. If you do it differently, it won’t show up correctly on reports and bills.</li>
<li>The name, address, and phone number are required</li>
<li>For the State section, you need to abbreviate the state into two capital letters; if you don’t then the credit card processing company will default to Alabama.</li>
<li>In order for reminder texts to be sent out, you need to input their cell phone provider</li>
<li>When you set up their email, you will also need to create a username and password for them to use as their login to your website. It will automatically send them an email with instructions on how to login.</li>
Follow this link for a video tutorial   <a href="" target="_blank"></a>