Customer Accounts - Company Name

[PAULNEEDHAM]

We use customer accounts to give all our registered customers a 3% discount. This works great, but a source of irritation is that these individuals do not have a 'Company' required in the address. This results in the customers name being duplicated on the invoice like:

Mr P Hogg
Mr P Hogg
3 The Hight St
London
SW1 2RT

Anyone got any tips on setting up the customer account so this does not happen. The software enforces filling out the name fields on the Account and Buyers tabs in account set-up, so I am a bit puzzled.

Thanks,

Paul

[Krithika]

Hi Paul

Unfortunately there is no field within the Customer Accounts window for entering a company name, but there is another way of bringing in the information.

You can do the following :-

In Actinic, click on Design | Text and Web site (contd) tab.
Under the sub-tab of Invoice Address, there will be a field for 'Company'. Tick both the 'Show' and 'Required' boxes. Change the corresponding text display if needed. Update the site.

Now that this field cannot be left blank, the customer records will bring in all the information [ when you click on New Customer and then "Copy Details from Order Contact" in the Customer Accounts window].

The next time this customer logs in and places an order on the site, the invoice receipt page will display his information as follows (the account will be created by default in the Company's name ) :

Jack Straw
CS & Sons
123
Chessington
Surrey
KL5554
United Kingdom
Phone: 5842554
Email: cwa@s.com

To enter a company name for existing customer accounts, thus effecting a change in the receipt page display, you can click on Edit Customer and change the Name to the company name in the Account tab.

Hope this helps.

Cheers