Using Customer References

Learn about how using Customer References can help you keep track of the unique identifiers your company use for your Customers internally.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your customer and select ‘Customer References’ within the treeview on the left
2. Here you will be able to see any Customer References already assigned to your Customer.
3. To add a new one, select ‘Add Reference’.
4. Input your reference number for this Customer
5. Select the appropriate ‘Reference Type’ from the drop-down. If you don’t see the reference type you need, you’ll need to ask one of your ‘Super Admin’ Users to add this for you. For more information on how to do this, see the course ‘Setting Up Customer References’.
6. Select the ‘Linked To Type’ for what this reference is linked to from the options
7. Then select the associated Location, Account, Contract etc from the ‘Linked To’ dropdown
8. Add the date the reference is valid from.
9. Click Save
10. In this screen, you can view and edit Customer References, plus you’ll now be able to use this reference to search under ‘advanced search’.
11. Customer References for individual Locations and Accounts can be searched via the Advanced Search in the Location/Account menus, and viewed or added from the relevant Location or Account itself.
12. Customer References can be updated in bulk using the Customer References template in Admin > Data Imports.
13. The ‘Linked ID’ for the relevant record should be obtained from the Portfolio report – as shown in the guidance video for this topic.