How to Create a Customer
For the latest version of Commerce Server 2007 Help, see the Microsoft Web site.
You can create a new customer for a marketing campaign by using the Create New Customer Wizard. If you select the Do not show this wizard again option in the Create New Customer Wizard after you create the first customer, or if you select the Hide All Wizards option in the Options dialog box, you can create a new customer by using the Customer Properties screens that you access from the Commerce Server Marketing Manager, Tasks pane.
To start the Create New Customer Wizard
To open the Commerce Server Marketing Manager, click Start, point to Microsoft Commerce Server 2007 , and then click Marketing Manager.
In Commerce Server Marketing Manager, in the Views pane, click Campaigns.
In the Tree View pane, click All Customers.
Note
If you cannot see the Tree View pane, click Tree View on the toolbar.
In the Task pane, click Create New Customer.
On the Welcome to the New Customer Wizard page, click Next.
To add customer information
On the Customer Properties page, do the following:
Use this
To do this
Customer Name
Type the customer name.
Type
Select the type of relationship you have with the customer from the drop-down list. The types of relationships are as follows:
Advertiser
Agency
Self
Industry ID
Select the type of industry for the customer from the drop-down list.
You create industry codes in the Reference Tables section in the Marketing Manager.
Comments
Type any required comments about the customer.
Click Next.
To add customer contact information
On the Customer Contact page, do the following:
Use this
To do this
Address
Type the address information for the customer.
URL
Type the URL associated with the customer.
Contact
Type the contact information for the customer.
Email
Type the e-mail address for the contact.
Phone
Type the telephone number for the contact.
Fax
Type the fax number for the contact.
Click Next.
To confirm the customer properties and complete the Create New Customer Wizard
On the Customer Summary page, review the customer properties. To change any customer property value, click Back. To create the new customer, click Create.
On the Completing the New Customer Wizard page, click Finish.
To create a new customer by using the Customer Properties screens
To open the Commerce Server Marketing Manager, click Start, point to Microsoft Commerce Server 2007 , and then click Marketing Manager.
In Commerce Server Marketing Manager, in the Views pane, click Campaigns.
In the Tree View pane, click All Customers.
Note
If you cannot see the Tree View pane, click Tree View on the toolbar.
In the Task pane, click Create New Customer.
If you selected the Do not show this wizard again option in the Create New Customer Wizard, the Customer Properties screen opens.
In the Customer Properties screen, on the Base Properties tab, do the following:
Use this
To do this
Customer Name
Type the customer name.
Type
Select the type of relationship you have with the customer from the drop-down list. The types of relationships are as follows:
Advertiser
Agency
Self
Industry ID
Select the type of industry for the customer from the drop-down list.
You create industry codes in the Reference Tables section in the Marketing Manager.
Comments
Type any required comments about the customer.
On the Contact Information tab, do the following:
Use this
To do this
Address
Type the address information for the customer, including street address, city, state, zip or postal code, and country/region.
URL
Type the URL associated with the customer.
Contact
Type the contact information for the customer.
Email
Type the e-mail address for the contact.
Phone
Type the telephone number for the contact.
Fax
Type the fax number for the contact.
Click Save and close on the toolbar.
See Also
Other Resources
How to Edit Customer Properties
Managing Tasks Common to All Business Management Applications