All customer data comes from the Customer /Contact Page. The Customer page has eight main divisions:

1. Search:

   1. Use the drop down box to select what you are searching for:  name, phone number, city, etc.
   2. It is recommended not to have multiple listings for the same customer.  
   3. All search engines in the Go Work Order program only need one or more sequential letters or numbers. 
   4. If you select Search with nothing in the text box, all of your contacts will be displayed.  

2. Photo:

   1. Add a photo of the contact.  (Design purpose:  The personnel photo sent from the email page comes from this image.)
   2. Select the add a photo link and you will be able to upload a photo from your pictures located on your computer.
   3. All images inserted into Go Work Order require a jpeg extension.  (Less than 200K in size.)
   4. Suggestion:  Use a photo editor located on your computer to add name and information on the photo you upload.   
      

3. Create User Access:

   1. Allow this contact user access for this company.  Once you create a user you will have a link to edit this user's company access.
      

4. Customer Data

   1. Blank forms are permissible.
   2. All customer and user information comes from this page.
   3. Email 1 is the default email address that will appear on the ticket email page.
   4. Use Cell Email for the email address of a cell phone.
      

5. Bill To, Ship To and Service Location:

   1. Choose your default Bill To, Ship To and Service Location.  (You can only select one of each.)
   2. The Bill To, Ship To and Service Location pages provide default information based on the boxes you check. 
      

6. Notes:

   1. Notes are permanent.
   2. Notes have user name and time stamp applied.
   3. These notes only appear on this page.
      

7. Closing Choices:

   1. Make this contact the customer for this ticket.
   2. Create a new ticket for this contact.
   3. Remove this contact:  (Note: any ticket tied to this contact will be lost once you delete from the recycle bin.)  
   4. Apply Changes 
      

8. Ticket History:

   1. Each ticket for this contact will appear here.
   2. You may also use the ticket list column on the left of page to find existing tickets for your customer.
      

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Hint:  The only way to add any customer contact data is on this page. If you need an email address, it must be on this page. Be careful not to create duplicate contacts.