Customers: create and manage profiles

Customers: create and manage profiles

Summary: Search, add, and edit customer records including general info, types, attorneys, contacts, and web flags.

Quick answer

Search with wildcards, right‑click to edit, and populate tabs (General, Misc, Court, Attorney, Contact, Messenger).

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Go to **Maintain ▸ Customer ▸ Customers**. In **Search Criteria**, enter part of the company/attorney/address/city or use **%** as a wildcard, then click **Search**.
    media/customers-manage-profiles-01.png

    [Insert screenshot for Step 1]

  2. Right‑click a result and choose **Edit** to open the customer entry screen; use **New** if the customer does not exist.
    media/customers-manage-profiles-02.png

    [Insert screenshot for Step 2]

  3. On **General**, enter name, address, and branch. Mark **Closed Date** to hide from standard searches.
    media/customers-manage-profiles-03.png

    [Insert screenshot for Step 3]

  4. On **Miscellaneous**, set **Customer Type** and **Statement**; enable the popup comments option for order entry if needed.
    media/customers-manage-profiles-04.png

    [Insert screenshot for Step 4]

  5. Use **Court**, **Attorney**, **Contact**, and **Messenger** tabs to add routing info, signatures, web‑access flags, auto‑email, and defaults.
    media/customers-manage-profiles-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Customer appears in order entry drop‑downs; attorneys and contacts populate correctly; web‑access flags behave as expected.

Troubleshooting

If contacts don’t show online, check the “do not allow web access” checkbox and auto‑email settings.

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