Page Information

Title:	Customers - New/Edit Customer
Owner:	Michelle Cabaya
Creator:	Michelle Cabaya	Feb 07, 2018
Last Changed by:	Michelle Cabaya	Mar 25, 2024
Tiny Link: (useful for email)	https://cxtsoftware.atlassian.net/wiki/x/KwD2F
Export As:	Word · PDF

Version 22.0 or Prior (10)     Page: Customer Sources     Page: How to Attach More Than One Surcharge Chart to a Customer Record     Page: How to Create a New Message Format for Online Orders     Page: How to Set Up and Use the Credit Limits Feature     Page: How to Set Up Sales Tax in X Dispatch     Page: Quick X Dispatch Order Setup Guide     Page: User Permissions - Definitions     Page: Using Business Units     Page: Using Parcel Items     Page: Webhooks

Knowledge Base (59)     Page: Addresses     Page: Addresses (Classic Operations App)     Page: Contactless Service Options     Page: Contract Stops - New / Edit Contract Stops     Page: Contracts     Page: Customer Notifications Setup Guide (Classic Operations App)     Page: Customer Sources     Page: Customer Sources (Classic Operations App)     Page: Customer Types     Page: Dispatch - New / Edit Posted Route Stop     Page: Driver Active Work     Page: Driver App Workflow     Page: Driver Location in the Client Portal     Page: Driver Pay     Page: Force Location Scan in the Driver App     Page: Global Options     Page: How to Attach More Than One Surcharge Chart to a Customer Record     Page: How to Charge, Process and Reconcile Credit Cards in the Operations App     Page: How to Create a New Invoice Batch     Page: How to Create a New Message Format for Online Orders     Page: How to Email a Shipping Label from the Order Form     Page: How to Set Up and Use the Credit Limits Feature     Page: How to Set Up Sales Tax     Page: How to Sort the Dispatch Board by Customer Priority     Page: Import A/R Data from QuickBooks     Page: Internet Users     Page: Internet Users (Classic Operations App)     Page: Invoices - Invoice Center     Blog: Announcing X Dispatch 18.0     Page: Labels (Classic Operations App)     Page: Mail Manager     Page: Message Formats     Page: Message Formats (Classic Operations App)     Page: Notes     Page: On-Demand - Dispatch     Page: Order Setup Guide (Classic Operations App)     Page: Orders     Page: Parcel Items     Page: Parcel Items (Classic Operations App)     Page: Parcel Manifest     Page: Place Order     Page: Planning - New/Edit Route     Page: Process Credit Cards     Page: Recurring Order     Page: Route Setup Guide (Classic Operations App)     Page: Route Surcharge Adjustments     Page: Service Types     Page: Service Types (Classic Operations App)     Page: Settlements - Create Settlements     Page: Shipping Labels in the Client Portal     Page: Status Codes (Classic Operations App)     Page: Status Codes in the Driver App     Page: User Permissions - Definitions     Page: User Permissions - Definitions (Classic Operations App)     Page: User Profile     Page: Using Business Units in the Classic Operations App     Page: Using Parcel Items     Page: Using Parcel Refrigeration Type Codes in the Driver App     Page: Visual Dispatch Shipments Field Descriptions

Children (6)
    Page: How to auto create a customer number
    Page: Default Customer
    Page: Customers - Contact
    Page: Customer - Send Email
    Page: Customer Alternate Lookup
    Page: Customer Inactivity Warning

• xdispatch
• kb58
• customer
• manual
• kb390
• record
• xd19-2
• xd20-0
• xd21-0
• xd21-1
• cxtu-read
• xd22-0
• xd22-3
• xd22-5
• xd22-6
• customer-notifications
• billing-group

Time	Editor
Mar 25, 2024 18:10	Michelle Cabaya	View Changes
Feb 19, 2024 18:06	Michelle Cabaya	View Changes
Jul 25, 2023 19:44	Michelle Cabaya	View Changes
Jun 05, 2023 16:14	Michelle Cabaya	View Changes
May 22, 2023 20:42	Michelle Cabaya

Knowledge Base (26)     Page: Internet Users (Classic Operations App)     Page: Track Order     Page: Client Portal     Page: Default Customer     Page: How to Charge, Process and Reconcile Credit Cards in the Operations App     Page: Internet Users     Page: How to Invoice a Customer Outside of the Normal Billing Cycle     Page: Parcel Types (Classic Operations App)     Page: Customer Sources (Classic Operations App)     Page: Place Order     Page: Labels (Classic Operations App)     Page: Stamps     Page: Customer Types (Classic Operations App)     Page: Driver App Required Driver Input     Page: Parcel Items (Classic Operations App)     Page: Recurring Order     Page: SMS Text Notifications     Page: Status Events     Page: Global Options     Page: Orders     Page: CRM Fields     Page: Force Location Scan in the Driver App     Page: Message Formats (Classic Operations App)     Page: Setting Up Credit Card Processing     Page: Using Business Units in the Classic Operations App     Page: Note Types (Classic Operations App)