Customer Numbering

Customer numbers identify customers in GovWin Capture Management. Using customer numbers is optional. Using customer numbers is common for firms that do repeat work for a customer or for firms that have several jobs for a given customer.

Before you begin to use GovWin Capture Management, you should decide whether or not you want to establish a pool of information about your customers. Customer data includes the customer's name and address, your contact at the customer office, and an unlimited number of internal notes about the customer. If you choose to store customer data, you must establish a customer numbering system.

Reasons to Use Customer Numbers

If you choose to enter customer information, you can associate customers with particular contracts and tasks in the Contract Info Center. Then you can do the following:

• Sort reports by customer, meaning that you see the customer name and, below that, all the contracts and tasks associated with the customer.
• Generate reports for selected customers, subtotal reports by customer, and display the customer name on contract reports.

Consider using this feature if you frequently:

• Do repeat work for your customers.
• Do several jobs at one time for your customers.

Numbering Format

A customer number can be up to 20 characters, including one user-defined delimiter, such as a period. Most companies use the customer's name as the customer number, abbreviated if necessary. For example, CITYOFBOS.