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Adding a New Customer

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This PowerPoint shows you how to add new customers, as well as uploading a customer list of yours from an Excel or CSV file.

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Adding a New Customer

  1. 1. © Husky Intelligence 2017 Customer Management Wednesday, December 6, 2017 Jonathan Frederick
  2. 2. Purpose Here at Husky Intelligence we are continually striving to make this software more user friendly and easier to navigate. The process of adding a new customer, or customers, has never been easier. This PowerPoint will show you the many ways to add a new customer.
  3. 3. HUSKY INTELLIGENCE Defined by FLEXIBILITY POWERED by A.I. Your Customer information is now located under the Maintain section. Click the ”Settings” button in the bottom left corner. Under the Maintain Lists select Customers.
  4. 4. HUSKY INTELLIGENCE Customer Management Click the ”Add New” button on the top left of the list. A pop-up box will appear. Click the down arrow to select which customer type (if applicable) you would like to add. Now you are ready to input your customer information.
  5. 5. HUSKY INTELLIGENCE Customer Management – Importing These next few slides will guide you on how you can import a customer file into the system. This is beneficial because it allows you to add multiple customers into the system simultaneously.
  6. 6. HUSKY INTELLIGENCE Customer Management - Importing -From the Settings page click on the ”Customers” link to access your customer list. -To import an Excel file into NetDispatcher click the ”Import” button. This can be seen below. -The Up arrow icon exports your current customer list to a CSV file. -The Down arrow icon imports a customer list
  7. 7. HUSKY INTELLIGENCE Customer Management - Importing Step 1 - After clicking the icon a box appears saying “Import Source.” Select the template you would prefer to transfer the customer information into. Click “Choose File” and select the file from your computer you wish to transfer. Click Next.
  8. 8. HUSKY INTELLIGENCE Customer Management - Importing Step 2 – After clicking Next the Data Binding box will appear. Click the down arrow on the first box and select which title (or column) from your file you want transferred into each field.
  9. 9. HUSKY INTELLIGENCE Customer Management - Importing Step 3 – After clicking next another box appears. Read the instructions and check the box if you would like to link this information with existing information in the system
  10. 10. HUSKY INTELLIGENCE Customer Management - Importing Step 4 – After clicking next another box appears. This box notifies you that the data from your file will begin the importing process after you click the blue “Ready” button. The status of the process will appear in the top right corner.
  11. 11. HUSKY INTELLIGENCE Customer Management - Importing Once the import process is complete click the browser’s refresh button. Your new customer information should appear in the customer list.
  12. 12. INDUSTRIES WE SERVE LAWN CARE, LANDSCAPING AND SNOW AND ICE MANAGEMENT HVAC INSTALLATION, REPAIR AND MAINTENANCE COMPLEX EQUIPMENT INSTALLATION AND MAINTENANCE FACILITY MAINTENANCE ELECTRICAL CONTRACTORS AND REPAIR PLUMBING CONTRACTORS CLEANING AND MAID SERVICES
  13. 13. huskyintelligence.com @HuskyIntelligenceU S HuskyIntelligenceUSA @HuskyIntelliUSA http://www.linkedin.com/company/ huskyintelligenceusa

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