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The Customer Database button on the LifeSaver Software Home page is your lifeline to all the information you might need regarding your Customers. In this article you will find details on how to Search, Add, Edit, Delete, and Merge Customers. Keep reading to learn how to utilize all of those key features.

 

Searching For a Customer

On the LifeSaver Software Home page, click the Customer Database button. When the Customer Database page opens, your first step will be to utilize the Search bar:

1. Search – Enter the customer’s first name, last name, partial name, company name, phone number, or customer type. Click the Search button to view the matching results in the table. 
2. Results Table – This table will populate with the Search results. It will display whatever information is in the Customer record, for example the Email area is blank for the second customer in the table.
3. Create New – Click this button to add a new Customer to your Database. When clicked, the Add New Customer page will open. Keep reading below to learn more about this page.
4. Merge Customer – Click this button to Merge the existing orders from one Customer into the orders of another. When clicked, the Merge Customer window will open. Keep reading below to learn more about this window.
5. Customer Types – Click this button to open the Customer Types page where you can View, Create, or Deactivate your Customer Types.
6. Details – Click this button to view more in-depth information on this customer. Clicking this will load the Customer Details page where you can view their Name, Address, Contact information, any Notes, Contact Preferences, their Business information, and their Invoice History.
7. Edit – Click this button to make changes to the Customer profile. Keep reading below to learn more about editing a Customer’s profile.
8. Delete – Click this button to remove the Customer from your database as long as they have no associated invoices or work orders. Keep reading below to learn more about deleting a Customer. 
9. Statement – (Not Shown) Click this button to view and print the Customer’s Account Statement. You can also view Packing Lists associated with the Customer’s work orders. 

 

Adding a New Customer

When you’re logged in and on the LifeSaver Software Home page, click the Customer Database button. When the Customer Database page loads, click the Create New button in the upper middle, as shown in the image above.

1. Basic Customer Information – Enter any information you have for this Customer.
   
   Please Note: The only required fields on the page are the First and Last Name as well as the Cell field.
   
   
2. Alert – Enter any pertinent information your staff might need to know about this Customer. For example, their preferences on artists or artist types.
   
   Please Note: Whatever you enter here will pop up on the screen for you whenever you select the customer.
   
   
3. Notes – Enter any Notes pertaining to the Alert you’ve added.
4. Basic Company Information – Enter any information you have for this Customer’s business. 
5. Customer Type – Select the Customer Type from the drop-list. By doing this, it will help track possible discounts as well as help tailor the customer’s experience. 
6. Tax ID – Enter the Customer’s Tax ID information if they are tax-exempt. If you enter the Tax ID, this field applies automatically on new orders.
7. Discount Percentage – If you want this customer to have a default discount percentage, enter that percentage here. If you do so, the discount applies automatically on new orders.
8. Do Not Call – Check this box if this Customer doesn’t want to be called.
9. Do Not Bill – Check this box if this Customer isn’t to be billed.
10. Do Not Email – Check this box if this Customer isn’t to be contacted by email. 
11. Do Not Mail – Check this box if this Customer isn’t to be contacted by mail.

Once you have filled in all of the necessary fields, be sure to click the Save button to confirm your changes.

 

Editing a Customer’s Profile

When you’re logged in and on the LifeSaver Software Home page, click the Customer Database button. When the Customer Database page loads, search for the customer by entering their name, phone number, or other details into the Search field. Then click the Search button to locate the correct profile. After finding the correct Customer, click the Edit button on their line item, as shown below.

Once you click the Edit button, the Add New Customer page will appear with the Customer’s information already filled in as shown here:

Here you can edit the Customer information as you see fit. When done, click the Save button to confirm your changes.

 

Merging Customers

Merging Customers is a helpful process in the LifeSaver Software Software to copy one Customer’s work orders to another Customer. This is useful for Customers that have multiple accounts, maybe from employees adding them as new accounts versus searching for an already existing one or any other situation you might encounter.

When you’re logged in and on the LifeSaver Software Home page, click the Customer Database button. When the Customer Database page loads, click on the Merge Customer button. 

Once you click the Merge Customer button, the Merge Customer window will open. Here is how to merge customers: 

1. ‘From’ Customer Search – You can use this Search field to find the customer you will be merging into another. Enter the First, Last, or part of the name for the Customer you want to move the record from and then click the Search button. Following the example above, you would select the Customer’s address that isn’t current.
2. Results Table – This table will appear with the results after you’ve clicked the Search button. Click the Select button in the table for the Customer you want to move.
3. ‘To’ Customer Search – Just as the first Search field, enter the First, Last, or part of the name for the Customer you want to move the record to and then click the Search button. Following the example above, you would select the Customer’s current address here. Once the Results table appears, click Select on the desired Customer.
4. Merge – Click this button to Merge the customer records together. Or, if you’ve decided against it, click the Cancel button to undo the changes you’ve made.

 

Deleting a Customer’s Profile

When you’re logged in and on the LifeSaver Software Home page, click the Customer Database button. When the Customer Database page loads, search for the customer by entering their name, phone number, or other details into the Search field. Then click the Search button to locate the correct profile. After finding the Customer you want to remove, click the Delete button in that row.

After you click the Delete button, you’ll be prompted to confirm that you’re removing the correct Customer. If you still want to continue, click the Delete button at the bottom of the page. If not, click the Back to List button to keep the selected Customer.

Please Note: You cannot delete a customer who has invoices or work orders. If you need to remove a customer with previous transactions, you should first ensure there are no outstanding invoices tied to that profile.  

 

Related Topics  

How to Find an Invoice

Working with Customer Types

Working With Account Statements and Packing Lists

Purchase Orders

 

Frequently Asked Questions  

Q: Why can’t I delete a customer from the database?  

A: If the customer has existing invoices or work orders, the system prevents you from deleting that record. You should archive them instead.  

 

Q: How do I see a customer's invoice history?

A: Select the Details button next to the customer. You will see their invoice history with options to open the invoice for viewing or editing. (Link to View Customer Invoice History topic)

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.