Topics included in this article

Creating an Account Customer
Creating a Prospect
Creating a Cash Customer
General

Creating an Account Customer

In the CRM tab, in the New section of the ribbon, select Account Customer

Populate the above window, completing as many fields as possible. Click OK. Most of the fields in this window are mandatory. Adding to the lists in the dropdown menus can be done in Syrinx Configuration.

When this window pops up, choose from the selection:

‘Enter another…’ will take you back to the window to add another new account.

‘Amend details…’ will open the newly created customer card and allow you to select different settings specific to that customer.

Creating a Prospect

A Prospect is a potential customer. Quotes and call records will be stored within the Prospect, however, no transactions are able to be generated until the Prospect has been converted to either a Cash or an Account customer. This option allows you to keep a record of all interactions with the company, even before they become a customer.

In the CRM tab, in the New section of the ribbon, select Prospect.

Creating a Cash Customer

Unlike Prospects and Account customers, new Cash customers are not created in the CRM tab.

In the Hire tab, in the New section of the ribbon, select Enter Hire Contract and then click on the New Cash Customer button.

Once you click OK in the above window, the new cash customer will be accessible from the CRM tab like all other customer cards.

Cash customers do not have account numbers.

General

Once any of the above customer types have been created, they will be accessible by clicking on the CRM tab, in the Amend or the Query section of the ribbon and selecting Customers. Type in the customer name or part of, or search by any of the blue fields and click Query.