Recording Customer Demographic Information

Once you have added a customer record, you can use this procedure to record demographic information about the customer.

To record demographic information:

On the Main Menu, click File Maintenance.
Click Customer. The Customer Menu appears.
Click Customers. The current list of customers appears.
Select a customer and click Open. The Customer Maintenance window appears, with the Demographic tab selected.
Complete the following customer identification fields:
- Middle Name: Type the customer’s middle name.
- Gender: Select the customer’s gender.
- Birthdate: Type, or use the calendar button to select, the customer’s date of birth.
Complete the following address information:
- Address 1 and Address 2: Type the customer’s street address.
- City: Type the name of the city in which the customer resides.
- State/Province: Select the state or province in which the customer resides.
- Zip/Postal: Type the customer’s zip code or postal code.
- Country: Type the name of the customer’s country of residence.
- Phone #1 and Phone #2: Type the customer’s primary and alternate telephone numbers. The brackets around the area code and the hyphen between the third and fourth numbers are completed automatically.
In the Type field, select a customer type.
In the Status field, select a customer status.
In the Reference #1 and Reference #2 fields, type the customer’s reference information.
Click Save.