| Field | Description |
|---|
| Number
|
Enter a number for the
customer. You establish the length and format of your
customer numbers when you install
GovWin Capture Management. This field becomes active when you click
 New to add a new
customer record to your database. You cannot use this field to change a
customer number after you create a
customer record.
If you configure
GovWin Capture Management to use the automatic numbering feature, you cannot enter a number in this field. Instead,
[AUTONUMBER] displays in this field.
|
| Market
|
Use this drop-down list to select a market that classifies the
customer. You can group
customers by market (type) when running reports. You define
customer market (type) options in Code Table Configuration. Contact your system administrator to add values to this list.
|
| Name
|
Enter the name of the firm for which you are performing work. To specify an alias for the
customer, click
Ellipses.
|
|
Customer Aliases
|
The alias fields display when you click
Ellipses in the
Name field. Click this option to display the
Customer Aliases dialog box.
|
| Status
|
Use this drop-down list to select a status, such as active or inactive, for your current relationship with the
customer.
|
|
Customer
|
If you use the
Customer Info Center to track
customers and
vendor/partners for marketing purposes, select this option to specify that this firm is a
customer.
Customer lookups that are used for accounting purposes include
customer records for which this option is selected. The following fields are used for accounting purposes:
- The
Primary Customer field on a
contract or opportunity
- The
Customer field on a plan
If you work with a firm as both a
customer and
vendor/partner (for example, sometimes this firm is a sub-consultant for you, and other times you are a sub-consultant for them), then you can select both the
Customer and
Vendor/Partner options.
If this firm is neither a
customer or
vendor/partner, then you can clear both options.
|
|
Vendor/Partner
|
If you use the
Customer Info Center to track
customers and
vendor/partners for marketing purposes, select this option to specify that this firm is a
vendor/partner.
When you select this option, you can link the firm to a record in the
Vendor/Partner Info Center. The fields on the Additional Info tab are then synchronized to the corresponding fields in the
Vendor/Partner Info Center.
If you work with a firm as both a
customer and
vendor/partner (for example, sometimes this firm is a sub-consultant for you, and other times you are a sub-consultant for them), then you can select both the
Customer and
Vendor/Partner options.
If this firm is neither a
customer or
vendor/partner, then you can clear both options.
|
| Linked
Vendor/Partner
|
When you select the
Vendor/Partner option,
GovWin Capture Management displays a
Vendor/Partner lookup, which you can use to select the
vendor/partner record to link to the current
customer record. When you link a
vendor/partner to a
customer, it creates a one-to-one relationship between the two records. Because of this relationship, changes you make to certain fields within one area update the other.
|
| Parent
|
Enter the name of the
customer associated as the parent to the current
customer record.
|
| Relationship
|
Use this drop-down list to select your relationship, such as Existing or Prospect, with the
customer. You define
customer relationship options in Code Table Configuration.
|
| Addresses
|
Use this drop-down list to display a list of all the addresses associated with the
customer. The list is arranged in descending order, based on the entry in the
Description field for each address. Select an item from the list to display the associated address information.
GovWin Capture Management displays the selected address in the Address fields on the General tab.
If you attempt to delete a
customer's address,
GovWin Capture Management prompts you to confirm the deletion. Click
Yes to confirm the delete. This also removes the
customer address on the associated
contract.
|
| Primary
|
Select this option to designate the current address as the primary address for the
customer. You can designate only one address as
Primary. However, you can change the
Primary address designation at any time.
This address displays on
customer reports.
|
| Description
|
Enter a description for the address. The description that you enter in this field is added to the drop-down list in the
Addresses field.
When you add a new
customer record,
<Default> displays in this field. You can change this description at any time.
|
| Address 1, 2, 3, 4
|
Enter the
customer's address.
|
| City
|
Enter the city for the
customer's address.
|
| State/Province
|
Use this drop-down list to select the state or province for the
customer's address.
|
| Zip/Postcode
|
Enter the ZIP or postal code for the
customer's address
|
| Country
|
Use this drop-down list to select the country for the
customer's address.
|
| Phone
|
Enter the
customer's phone number. Your system administrator defines the format for the phone number entry.
|
| Fax
|
Enter the
customer's fax number. Your system administrator defines the format for the phone number entry.
|
| Add Address
|
Click this button to add an address to a
customer record and to display a set of blank address fields on the General tab. Use these blank fields to enter address information for a different
customer office or
location. You can enter multiple addresses for each
customer record in the
Customer Info Center.
|
| Delete Address
|
Click this button to delete an address from a
customer record and to delete the address currently selected in the
Addresses field.
|
| Web Site
|
Enter the
customer's Internet Web site address.
To edit a
customer's Internet Web site address, right-click the Internet Web site address and select
Edit or click
Edit. These actions temporarily disable the hyperlink feature and allow you to edit the information in this field.
Click thecustomer's Internet Web site address to open the Web site in the current browser window. Right-click the
customer's Internet Web site address and then select
Open in new window to open the Web site in a new browser window.
|
| Notes
|
Enter any notes or information related to the
customer.
Click
Edit to use the Text Editor to enter information.
|
| Competitor
|
Select this option to indicate that this
customer acts as a competitor to your own firm.
|
| Government Agency
|
Select this option to indicate that this
customer is a government agency.
|
| Annual Revenue
|
This field displays the annual revenue of the
customer.
|
| Employee Count
|
This field displays the number of employees the
customer has.
|
