Use customer codes

The Code field for customers is completely optional. It can be used for several purposes, including:

  • Distinguishing customers with identical names
  • Annotating different departments or cost centers at a single customer (with each department being created as a distinct customer)
  • Assigning customers to regions, sales personnel, or routes

Assign a customer code

When creating or editing a customer in the Customers tab, enter any combination of letters or numbers in the Code field:

The code will also show in the Customers listing and can be entered as a search parameter in other tabs:

Adding the customer code to documents

If you wish to add the customer code to completed forms, edit the theme used to display them. While viewing the theme’s computer code, insert the variable {{ recipient.code }} at the place in the theme you want the code to appear. This will act as a placeholder variable that inserts the customer code (when one exists) into your documents.

Example
To show the customer’s code on printed documents after the customer’s name, insert {{ recipient.code }} in the line containing {{ recipient.name }} as below:

<div><b>{{ recipient.name }}</b> {{ recipient.code }}</div>

The result will be:

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