IntelliTrack Check In/Out - Manual (Page 164)

I NTELLI T RACK C HECK I N -O UT V 7.0
User Manual
136
Adding New
Employee or
Customer
Information Warning: When entering data in the application, DO NOT USE special
characters or quotes with the exception of dashes, dots and spaces. Except
for dashes, dots, and spaces, if you use special characters or quotes when
entering data in the application, the database will become corrupted. For
more information, please refer to
“Precautions When Entering Data” on
page 26 .
To add a new customer or employee, please refer to the steps that follow.
1. From the Employee/Customer form appears.
2. Select the Add button found along the bottom of the form. The form
fields become enabled and the cursor is placed in the Cust/Emp ID
field.
3. Enter a unique identification for this customer/employee in the Cust/
Emp ID field. Press the <Tab> key to advance to the Company field.
4. Enter the company where this customer/employee works in the Com-
pany field. Press the <Tab> key to advance to the Name field.
5. Enter the customer/employee name in the Name field. Press the <Tab>
key to advance to the Address field.
6. Enter the street address in the first Address field. Press the <Tab> key
to advance to the next address field.
7. Enter the suite number, P.O. Box, or apartment number (if applicable)
in the next address field. Press the <Tab> key to advance to the City
field.
8. Enter the city in the City field. Press the <Tab> key to advance to the
Postal Code field.
9. Enter the postal or zip code for the address in the Postal Code field.
Press the <Tab> key to advance to the Country field.
10. Enter the country in the Country field. Press the <Tab> key to advance
to the Cust User 1 field. This is a user defined field. Press the <Tab>
key to advance to the Cust User 2 field. This is a user defined field.
Undo Click this button to cancel any changes you
made to the currently displayed customer/
employee record.
Close Click this button to close the form and save the
data.
TABLE 5. Customer/Employee Form Buttons (Continued)
Button Function Description
2283.book Page 136 Thursday, July 9, 2009 11:26 AM