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CustomerSetupor
UpdateRequestSECTION1RequestorInfoDateofRequest:
PhoneNumber:
SECTION2RequestedBy:
Misaddress:DepartmentInfoDepartmentName:
SECTION3Faculty:RequestTypeExistingPeopleSoftCustomerNumber:
SECTION4CustomerInformationLegalNameofCompany/Organization:
RequestedCreditLimit:
TaxExemptionCertificateNumber(inapplicable)ProofRequired:
Section5BillTo(AccountsPayable)InformationDepartmentorDivision(inapplicable):
S
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How to fill out customer setup or update
How to fill out customer setup or update
01
Collect all necessary customer information such as name, contact information, address, etc.
02
Create a new customer profile or update existing customer profile in the system.
03
Input the collected information accurately into the designated fields.
04
Review the information for any errors or missing details before saving the changes.
05
Save the changes and notify the customer if necessary.
Who needs customer setup or update?
01
Businesses that provide products or services to customers.
02
Companies that need to maintain accurate records of their customer base.
03
Organizations that need to communicate with customers for marketing or support purposes.
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What is customer setup or update?
Customer setup or update refers to the process of creating or modifying customer accounts and information in a company's database.
Who is required to file customer setup or update?
Typically, employees in customer service, sales, or account management departments are responsible for filing customer setup or update.
How to fill out customer setup or update?
To fill out customer setup or update, employees need to access the company's database or CRM system and input or modify the necessary customer information.
What is the purpose of customer setup or update?
The purpose of customer setup or update is to ensure that customer information is accurate and up-to-date, which helps streamline communication and provide better service.
What information must be reported on customer setup or update?
Information such as customer name, contact details, account number, payment preferences, and any relevant notes or preferences should be reported on customer setup or update.
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