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.