| Field | Description |
|---|
| Number
|
Enter the number associated with the
customer. Each
customer number must be unique. You establish the length and format of your
customer numbers when you install
GovWin Capture Management.
|
| Name
|
Enter the name of the firm (customer) for whom you are performing work.
|
|
Customer
|
Select this option if the firm is a
customer.
GovWin Capture Management includes all firms marked as "Customer" in the
Customer lookup.
GovWin Capture Management selects this field by default.
To include the firm in both the
Customer and
Vendor/Partner lookups, select both the
Customer and
Vendor/Partner options.
|
| Vendor/Partner
|
Select this option if the firm is a
vendor/partner.
GovWin Capture Management includes all firms marked as "Vendor/Partner" in the
Customer lookup.
To include the firm in both the
Customer and
Vendor/Partner lookups, select both the
Customer and
Vendor/Partner options.
|
| Status
|
Use the drop-down box in this field to select a status that reflects your current relationship with the
customer. Your status options include Active, Dormant, and Inactive.
|
| Type
|
Use the drop-down list in this field to select a type by which to classify the
customer.
You define
customer type options using the
Customer Type Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
You can group
customers by type when running reports.
|
| Relationship
|
Use the drop-down list in this field to select your relationship with the
customer (New, Existing, Prospective, for example).
You define
customer relationship options using the
Customer Relationship Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
| Description
|
Enter a description by which to identify the address you are entering, such as Company Headquarters, Northeast Office, or Distribution Center.
The description you enter in this field is added to the drop-down list in the
Addresses field on the General tab.
When you add a new
customer record, the
Description field displays as
<Default>. You can modify this description (or any other address description) at any time.
|
| 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.
|
| Address 1, 2, 3, 4
|
Enter the
customer's address (street name and number, suite number, P.O. box number, for example).
|
| City
|
Enter the city in which the
customer's address is located.
|
| State/Province
|
Use the drop-down list in this field to select the state or province in which the
customer's address is located.
GovWin Capture Management filters the
State/Province drop-down list for the country that is currently selected.
|
| Zip/Postcode
|
Enter the zip or postal code for the
customer's address.
|
| Country
|
Use the drop-down list in this field to select the country in which the
customer's address is located. This field defaults to
GovWin Capture Management's default country setting.
|
| Phone
|
Enter the
customer's phone number.
Your
GovWin Capture Management Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
| Fax
|
Enter the
customer's fax number.
Your
GovWin Capture Management Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
| Web Site
|
Enter the
customer's Web address.
To modify a
customer's Web address, right-click it and then click
Edit, or click the
Notes icon in this field.
|
| Notes
|
Enter any notes or information related to the
customer.
If you enter text directly in the
Notes field, you must:
- Press SHIFT + ENTER to start a new line of text.
- Press ENTER to start a new paragraph.
|
) or click
Deltek GovWin Capture Management on the toolbar of the Add-Ins tab in Outlook.