The customer reference field allows you to store a unique reference against a customer record. This can be used to help identify customers, match records with external systems, or provide additional information required for business processes.
Before entering or updating a customer reference, please ensure it meets the required format. References that do not meet these requirements may not be accepted by the system.
The customer reference must be 6 to 18 characters long, start with a letter or number, and can only contain:
Letters (A-Z)
Numbers (0-9)
Spaces
Ampersands (&)
Hyphens (-)
Forward slashes (/)
Any other special characters (for example: @, #, %, *, !, ?, _, , (, )) cannot be used in this field.
Add or edit a customer reference
To add or amend your customer's reference, follow the steps below:
Within the CUSTOMERS tab, find the customer by searching any of the fields.
Click View Customer eye icon, this opens the customer's PROFILE.
Add a new reference or amend the existing one as needed.
Click SAVE to complete the update.