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RadioTraffic 101 - Customer Window
<DIV id="Text"> ==RadioTraffic.com 101== [101|back] ===Add a new Customers=== ===Getting Started=== After you login with your password we provided the main screen of RadioTraffic.com pops up. <center><img height=50% width=50% src="{UP}101_Dashboard/101_Dashboard.png"></center> Now you need to look for the Contracts module icon and double click it. The ''RadioTraffic.com-Contacts'' menu will pop up. <center><img height=50% width=50% src="{UP}101_Dashboard/Contacts_Screen.png"></center> *Under ''Customer'' field please right click one of the existing customers or in the empty ''Customers'' field. *A pop up menu will appear with three options please select the ''New'' option. <center><img src="{UP}101_Dashboard/Customer_Field.png"></center> The new customer menu will appear. <center><img height=50% width=50% src="{UP}101_Dashboard/New_Customer_Field.png"></center> *Please fill out the customer’s info on the ''Contact Info''and then please click the ''Scheduling'' tab. <center><img height=50% width=50% src="{UP}101_Dashboard/Schedule_Field.png"></center> The Schedule tab will appear. <center><img height=50% width=50% src="{UP}101_Dashboard/Schedule_Field_Full.png"></center> Please fill out the following: *Select the ''Agency'' if applicable. *Select the ''Sales Person''. *Select the ''Avail Type''. *Pick the ''Primary'' and ''Secondary'' Conflict if applicable. *Under ''Customer Separation''. *Select ''Type'' And ''Amount''. *If there is to be a ''Confirmation'' select either ''Print'' or ''Delivery via E-mail'' and provide a working email. *Now please select the ''Billing'' tab. <center><img height=50% width=50% src="{UP}101_Dashboard/Billing_Field.png"></center> *Under ''Contract entry default value'', *Select ''Billing Cycle'', Please choose an entry. *Do the same for both ''Revenue Source'' and ''Revenue Type''. *Under ''Financing''. *Choose the credit terms under ''Credit Policy''. *Under ''Invoices'' and ''Statements'' select ''Type'' and select how they are To Be Delivered Either Via A Printed Statement/Invoice or by E-Mail. *Please select the ''Copy'' tab if you have Copy to at this time. <center><img height=50% width=50% src="{UP}101_Dashboard/Copy_Field.png"></center> Please select the ''New'' button on the lower left and a new Copy field will appear. <center><img height=50% width=50% src="{UP}101_Dashboard/Copy_Field_Entry.png"></center> *Enter the name of the Copy. *IF the Copy has an Ad-ID Code please enter it here. *Also enter time ''Length'' this is mandatory. *Set the ''Start'' and ''End'' dates. *Set the ''Station'' if there are multiple stations. *Click ''OK''. *Click ''OK'' again. Ok now the customer has been added and should look like this. <center><img height=50% width=50% src="{UP}101_Dashboard/Empty_Contracts_Finished.png"></center> Joe’s Used Cars Is the example the Arthur used and now is highlighted in the Customer field, at this point you have entered a new customer and are ready to create a contract. ((('''CS''' We have the ability to batch import [Customers] using a Microsoft Excel(tm) formatted file. This allows you to use an external tool such as Microsoft Excel(tm) to create a big list of [Customers] and associated information. This work can easily be segmented across multiple people in an effort to get fast-tracked in starting up with RadioTraffic.com. '''Note: It is critical that the information entered is checked for any and all errors.'''))) </div>
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