Field Name

Description

Display Name - Required

The display name will be used throughout the system to identify the customer and must be unique.

Email - Required

The email address serves as a unique identifier and is also used as the username for the customer portal. It is also the email address used for sending correspondences out of Sharper (such as invoices, statements, and marketing emails).

Password - Required

Create a temporary password for the customer's account and encourage them to reset their password using the forgot password link while signing in to the customer portal.

First Name - Optional

Enter the customer's first name.

Last Name - Optional

Enter the customer's last name.

Company - Optional

Enter the customer's company name.

Phone - Optional

Enter the customer's phone number.

Alt. Phone - Optional

Enter an alternate phone number for the customer.

Tax Code - Optional

Enter the customer's tax code if different from the product's default tax code.

Tax Rate - Optional

Enter the customer's tax rate if different from the product's default tax rate.

CC Emails - Optional

Enter additional CC emails that need to be copied on correspondence emails from Sharper (such as invoices, statements, and marketing emails).

Inactive - Optional

Toggled off by default. Mark a customer as inactive by toggling on if they are no longer associated with your property. This will prevent them from being billed out of Sharper.

Internal Notes - Optional

Create internal notes for the property and staff to view regarding the customer.

Address 1 - Optional

Enter the customer's address line 1.

Address 2 - Optional

Enter the customer's address line 2.

City - Optional

Enter the customer's city.

State - Optional

Select the customer's state.

ZIP Code - Optional

Enter the customer's postal code.

Country - Optional

Select the customer's country.