Create a Customer Account

This page will explain how to create a Customer's Account on Spitfire.

The process is split up into 5 steps.

Step 1 - Account and Billing Details

This is where you will enter the customer's Account and Billing Details.

Do Not Call Customer
Set this to green if you want to have a message displayed that informs the team not to call the customer.

Customer Declines Mailshots
Set this to green if you do not want the system to send the customer sales e-mails.

Customer Status
You can choose what Status the customer will have when the account is created:

Prospect will make the customer not show on a search unless the search options are set to find prospect accounts, while Current accounts will show on a normal customer search.

Customer Category
This will allow you to choose what Category the customer can be applied to. For example, they can be marked as a sales or a trade customer.

NCR Catchall Domain
TBC - Need to ask Nath

Prefix
This is where you can put the customer's title, eg: Mr, Mrs, Miss, etc. Can be left blank.

Forename Required
This is where you can put the customer's first name.

Middle Name
This is where you can put the customer's middle name. Can be left blank.

Surname Required
This is where you can put the customer's last name.

Parent Company
If required, a customer's parent company can be put here. Can be left blank.

Company Name
The customer's company name can be put here, this is what will show on customer searches and at the top of a customer account's page.

Postal Code Required
This is where you can put the customer's Post Code.