New Customer / Borrower Setup
Borrowers and customers are the same thing in this system. Some times we will
use one and other times we will use the other.
To set up a new borrower / customer, select Customers / Create New Customer
Record.
The customer setup and maintenance screens are located on the “Customer” menu
from the Main Menu bar. The only difference between “View Customer Data” and
“Create New Customer Record” is that each dialog is restricted to its single
purpose.
Note that the field names are the same and they are stored in the same place.
Customer Tab
Enter the information about the customer here. You MUST enter a unique customer
number. Unique customer number means that no other customer in the system may
have the same number. You can create multiple copies of the same customer with
different numbers but this is a very bad practice and will ultimately result in
inconsistent data and an inability to determine which copy of bob’s record has
the correct address. for more information about creating customer numbers see:
Loan and Customer Number Rules
Customer Comment Tab
This comment is attached to this customer’s record. It can contain up to 64,000
characters of text. You can add to it, delete from it, or change it at any time.