WinServe | Customers | Knowledge Base

Customers
Salesman Field: Purpose and Where It Appears
Summary: Use the Salesman field to associate customers with a salesperson for visibility and tracking; there are no dedicated reports, but it aids portal/manager views. Quick answer Assign a Salesman to a customer so the salesperson (or manager) can ...
Customer Types and Rate Schedules
Summary: Set a customer’s pricing by assigning a Customer Type tied to a billing schedule. Quick answer Create Customer Types, then assign one to each customer so orders pick the correct rate table. What you need WinServe+ access Appropriate ...
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 ...

Customers