Question about customer data

[Ivan Kohler]

----- Forwarded message from Ivan Kohler <ivan at sisd.com> -----

Delivered-To: ivan-fresside at sisd.com
Date: Thu, 15 Jul 1999 19:43:56 -0400
From: Ivan Kohler <ivan at sisd.com>
To: ivan-fresside at sisd.com
Subject: Re: Question about customer data
X-Mailer: Mutt 0.95.3i
In-Reply-To: <19990707124843.A15828 at orac.hq.org>; from Tech Account on Wed, Jul 07, 1999 at 12:48:43PM -0600

On Wed, Jul 07, 1999 at 12:48:43PM -0600, Tech Account wrote:
> 
> I'm in the process of importing data from and Excel spreadsheet.
> One thing I noticed is that we have....special customer information
> for some of our accounts.
> For example, most of our customer have middle names or initials,
> I don't see a field in freeside for that.
> Some of them have titles, like MD, or PHD.
> Not quite sure the best way to deal with that either.

You could add new fields for it, or you could append them into existing
fields (for example, you could put the first and middle name in the
`first' field, and the last name and title in the `last' field)

It isn't a priority for me, but if you do add new fields, I'd like to
integrate the changes back into Freeside.  If you take a peek at
bin/fs-setup, you'll see that some of the work is already done and
commented out.  :)

> Finally, some of the billing information might have a contact name
> of Joe Smith for a company, but the billing information needs to say
> 'Attn. Accounting / Jan Jones' or similar.

This is supported currently; just put `Attn. Accounting / Jan Jones' into
the "Attention" field on the main customer screen, and that will be the
name on invoices.

> I would imagine that the easiest way to handle this is just to add
> some fields in the database for it, but before I went off and started
> to customize this, I wanted to know if anyone else already had these
> types of changes.
> Also, for those of you who have customized, it might be nice to post
> some of your customizations and perhaps offer some instruction to 
> people so that we can all have the very best copy of freeside that
> we can.
> Thanks for your replies.
> 
> -techy

-- 
Ivan Kohler <ivan at sisd.com> - finger for PGP key - <moc.dsis at navi> Relhok Navi
Open-source billing and administration for ISPs - http://www.sisd.com/freeside
20 4,16 * * * saytime # please don't be surprised if you find me dreaming too

----- End forwarded message -----

-- 
Ivan Kohler <ivan at sisd.com> - finger for PGP key - <moc.dsis at navi> Relhok Navi
Open-source billing and administration for ISPs - http://www.sisd.com/freeside
20 4,16 * * * saytime # please don't be surprised if you find me dreaming too