Overview of Customer Functions

---

 The "Customers" functions can be accessed in two different ways from the Lynx Main Menu.

 One way is to  left-click on the Customers button to the left.

 The other way is to left-click on the word Customers on the Menu Bar.

Either way, a drop-down menu will appear that shows you the Customer-related functions. Simply left-click on the one you want and the system will take you there.

 

Some of the Customer functions include finding, adding, changing, and deleting information about an account, seeing a color map of the account location, and adding and viewing various kinds of notes about the account.

 

Specifically, the following Customer functions are available to you:

Overview of Account Numbers

Set Up Account Preferences

Add a Warning Message

Find a Customer by Account Number

Find a Customer by Last Name

Find a Customer by Company Name

Find a Customer by Bill To Street Number

Find a Customer by Bill To Street Name

Find a Customer by Phone Number

Find a Customer by Serial Number

Find a Customer by Delivery Street Number

Find a Customer by Delivery Street Name

Find a Customer by People Associated with the Account

Find the Ledger for an Account

What Ledger Colors Mean

Print a Ledger for an Account

Find Tank Information for an Account

The Difference Between Notes and Reminders

Find General Notes about an Account

Add General Notes to an Account

Find Collection Notes about an Account

Add Collection Notes to an Account

Find Delivery Notes about an Account

Add Delivery Notes to an Account

Find Service Notes about an Account

Add Service Notes to an Account

Print Notes

Add a Customer

Add an Account Type

Change an Account Type

Delete an Account Type

Change Customer Information

Add an Alternate Snow Bird Address

Delete an Account

Make an Account Inactive

The Difference Between Deleted and Inactive Accounts

Add a Customer Owned Tank to an Account

Add a Company Owned Tank to an Account

Remove a Customer Owned Tank from an Account

Remove a Company Owned Tank from an Account

Swapping Tanks

Add a Dummy Tank to an Account

Print a Route Card for a Tank

Assign a Default Product

Change a Default Product

Assign a Tax Group to an Account

Find a Person on an Account

Add a Person to an Account

Change Information about a Person on an Account

Remove a Person from an Account

Add a Delivery Address

Change a Delivery Address

Find a Stop Number for an Account

Assign a Stop Number to an Account

Change a Stop Number on an Account

How to Handle Customer Call-ins for Fuel

Set Up Budget Payments for an Account

Change Budget Payments for an Account

View Budget Customers

View Late Budget Payers

Print Budget Payment Reminder Letters

Print Budget Payers List

View 90 Day Past Due Accounts

View 60 Day Past Due Accounts

View 30 Day Past Due Accounts

How to Set Up Credit Limits

How to Handle Bad Debts

View Reminder Notes

Add a Reminder Note to an Account

Change a Reminder Note on an Account

Set Up Account Preferences

View a Map of the Customer Tank Location

Change the Location of a Tank on a Map

Change the Look of the Tank Location Map

Print the Customer Location Map

Set Up Customer Tags

How to Handle Landlord / Renter Relationships

Print a Single Mailing Label

Print Custom Customer Letters

Print Custom 30/60/90 Day Letters

Print Customer Reports

Print Customer Graphs

FAQ's About Customer Information