For at least six customer records, verify the following Customer Information. Be certain the customers chosen for review have a broad range of activity and contain all of the available data you expect to be converted.
Accept
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N/A |
Initials |
Item
|
| ☐ |
☐ |
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Title, name, address, phone, alternate phone, email, spouse name, gender.
|
| ☐ |
☐ |
|
Occasions: Anniversary date, birthday, spouse birthday, date entered.
|
| ☐ |
☐ |
|
Notes and special fields (which may have been specified in the reconciliation documents sent to you).
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To verify your converted Customer Records, you will first need to locate your customers.
To do so:
- At the top of your Edge home screen, navigate to the Customer tab.
- Click the Find option.
- Type in the customer's last name and first initial.
- Click OK to generate a list of matching customers.
- Find and highlight the desired customer record.
- Click Edit.
Customer Record Examples
Continue through the checklist by visiting the next article, Customer Data: Sales Activity.