Configuring: Customer Add Settings

Use the Customer Adds screen to configure which settings are available to users when adding a Customer Profile to the system, and the default values that are automatically applied to new customer profiles.

To open the Customer Adds screen, from anywhere in IntelliDealer navigate to Configuration > CRM > Profile > Customer Adds.

The search field on the Customer Adds screen is:

Field Description
Select Location Allows you to select the location you want to configure the default options for.

The fields on the Customer Adds screen are:

Field Description
Active for System If selected, all customers added to the system are automatically made active.
Key Customer Number If selected, the user is forced to enter the customer number for any new customer added to the system.
Business Phone Mandatory If selected, the user is forced to enter the business phone number for any new customer added to the system.
Business Email Mandatory If selected, the user is forced to enter the business email address for any new customer added to the system.
Allow Customer Add In Allows you to select the modules from which customer profiles may be quick-added to the system. Options are: Parts Invoicing, Work Orders, Rental, Equipment Invoicing, or Traffic.
Country/ Prov/ State The default country and province/ state code that will be applied to all new customers added to the system.
Call History Controls the number of calls that can be stored on the system. Any calls that exceed this value are purged at the end of the month provided that they are 2 years and older.
Default Location The default location that will be applied to all new customers added to the system. If left blank, new customers are automatically assigned to the location the user is adding the customer record from.
Transaction Limit

The default credit limit and transaction limit for the default A/R Agency Code that will be applied to all new customers added to the system.

Salesperson

The default salesperson ID that will be applied to all new customers added to the system.

Reports can be created for all customers associated to a specific salesperson ID. VitalEdge recommends using the salesperson ID “SYS” in this field so that all quick-added customer records can be reported on and changed as necessary.
Survey This field is for dealers using the SatisfYd interface (feature number 5002). If selected, the customer survey code information for new customers added to the system will be sent to the appropriate vendor. If you do not use the interface you can still use the code for internal purposes.
Category

The default customer category that will be applied to all new customers added to the system. One of: 

  • Business—a business.

  • Individual—an individual.

  • Internal—an internal account.

  • Related—the customer is related to the dealership.
Tax 1 The default Tax 1 code that will be applied to all new customers added to the system.
Tax 2 The default Tax 2 code that will be applied to all new customers added to the system.
Discount The default Discount code that will be applied to all new customers added to the system.
Agency Code

The default cash codes that will be applied to all new customers that are quick-added to the system. Leave this field blank to indicate that quick-added customers are limited to cash only, or specify up to five valid default A/R agency codes to allow quick-added customers to use that A/R agency.

The first cash code in the list will become the default cash code for the customer. If you leave the first field blank, the customer’s agency code will default to cash, even if there are other codes on the list.

The card number assigned to each A/R agency selected in this field will either be a * or ? depending on the option selected in the Card Number Default field. For details, see the field description below.

Valid agency codes are set up and maintained on the Cash Codes screen.

Card Number Default

The default card number value that will be applied to the A/R Agency tab for the selected A/R Agency Code (specified in the field above); either Ask For Card (which will enter a card number of ? on the A/R Agency tab) or Default Card (which will enter a card number of * on the A/R Agency tab).

* Do Not Save Card Number After Request - When invoicing the customer, the user is prompted to enter the card number. After it is entered, it is not stored anywhere in the system and the system will continue to prompt each time for the card number.

? Save Card# After Request - When invoicing the customer, the user is prompted to enter the card number. After it is entered the possible scenarios are:

  1. For agencies coded as Payment Card Interface (with MERCHMGR in the ARAGENCY table under Agency Name) where the device is not an MX880, the system saves just the last four digits of the card on the profile (ie. XXXXXXXXXXXXX2222)
  2. For agencies coded as Payment Card Interface (with MERCHMGR in the ARAGENCY table under Agency Name) where the device is an MX880, nothing is saved
  3. For all other agencies, the card number keyed replaces the ? for that agency code on the A/R Agency tab of the customer profile and will not prompt again
A/R Type

The default A/R type for new customers added to the system; one of:

  • Open Item—account lists each current invoice and current payment detail on the screen and on the A/R statement. Invoices outstanding from previous months are also shown in detail on the screen and on the statement.
  • Balance Forward—account lists each invoice (current and previous months) and current payment details on the screen, but shows the previous month’s balance as one total on the A/R statements.
  • True Balance Forward—lists each current invoice and current payment on the screen but shows the previous month’s balance as one total on the screen and on the A/R statements.
Terms The default Terms code applied to all new customers added to the system.
Tax 3 The default Tax 3 code applied to all new customers added to the system.
Tax 4 The default Tax 4 code applied to all new customers added to the system.
Discount Pricing Group The default Pricing Group code applied to all new customers added to the system.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.06