In the Customer card, there are two locations that extend the customer functionality of LightSpeed: the Options tab, and the Action menu. The Options tab is where Customer Custom Fields and Customer Groups are found, and the Action menu gives you access to various features, including the ability to locate a Customer using Google Maps.
Custom Fields
Custom Fields add functionality and storage to LightSpeed for information that you need to record that doesn't belong in any of the existing fields of the Customer card. Custom Fields can be created as text, date, or checkbox fields, and are set up at Tools > Setup > Custom Fields. They can be used in your simple searches and Smart Finds.
Customer Groups
Customer Groups can be set up in Tools > Setup > Customer Groups. Creating a group will allow you to assign your Customer to it here, making Customers assigned to specific groups searchable and able to be emailed in a batch with other group members.
Call Button
LightSpeed can place a call to the default Phone Number on the VoIP phone system (webFones or Skype) by clicking the Call button.
Schedule Call Button
LightSpeed can schedule a call to the default Phone Number on the VoIP phone system by clicking the Schedule Call button and choosing a date and time at which the call should be placed. When the date and time arrives, your phone will ring, and when picked up, the outgoing call will be placed. Scheduling calls can be done only with webFones.
iCal/Now Up to Date Button
LightSpeed can schedule an appointment with a Customer by clicking the iCal/Now Up to Date button (the correct icon will appear depending on the setting in Station Setup). When the Schedule Event sheet opens, select the calendar you would like to book your appointment in as well as specify the date, time and any notes.
The Toolbox menu (accessed with the gear icon) allows you a variety of functions, including the creation of a new sales document assigned to the Customer from which you’re selecting the option. (image: Customer Card Actions Menu)
Send Email
Allows you to paste the Customer’s email directly into your default email application.
Visit Homepage
Accesses the URL pasted into the Web field of the Customer profile.
Map Billing and Shipping Addresses
The Map Address features will call up Google Maps and show you the location of the Customer’s billing or shipping address.
Directions to Billing and Shipping Addresses
Using the Directions to Address features will map the directions from your address (set in the Company Info setup) to the Customer’s billing or shipping address using Google Maps.
Schedule iCal/Now Event
Functions the same way as the iCal/ Now Up to Date button.
Customer Merge
In the event that you have multiple Customer cards accumulated in the database representing the same Customer, you may choose to use the Merge Customer feature to aggregate them together into one.
To do this, you must first decide which Customer card will "assimilate" the others. Open it and select Merge Customer from its Action menu.
The Merge Customers window will appear. Using the Search field, locate a Customer card you wish to merge into the primary Customer. Double-click the Customer name, and click the Merge button. Any document associated with the Customer card you are discarding will now be associated to the primary Customer. However, for security reasons, the Customer information written on those documents will remain unchanged. If you wish to update this written info, remove the Customer from these documents and replace it with the Customer card you wish to keep.
You may only "assimilate" one Customer card at a time. Repeat the procedure outlined above if you have multiple Customer cards that you wish to merge into your primary Customer card.
Print Label
The Print Label feature will allow you to print Customers’ billing or shipping address labels on a roll-type label printer or on a sheet of labels with your laser printer. Choose the label size using the Label Size pull-down menu. See Labelling article for more info.
New Sales Document
Using the Toolbox menu, you can create new sales documents directly which include all the Customer info.
Add to Parking
This option will add the Customer to the next available Parking space.
Show Log
This option calls up the Log entry for this Customer, indicating any editing that it undergone, as well as which User initiated the edits.
LightSpeed's search options allow you to target a specific subset of your Customer list for email blasts that target only those to whom the message is relevant. For example, you could send an email to only those Customers within a particular city, or belong to a certain Customer Group. Any field you can search on, including Custom Fields, contact info, Customer Groups, or Account Statuses, can be used to create this subgroup with whom you wish to communicate.
To send an email blast, follow these steps:
