Customers Defaults
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Click on Customers in the Admin section of the Main Screen to open the Customers section.
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Customers Records List
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Name and Details
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First and Last Name
Enter the First and Last name of the customer in the respective fields.
Company
If applicable, enter the company name in the Company field.
Phone
Enter the desired Phone Number.
Enter the desired Email Address.
Contact Info
Enter the Contact Information.
Notes
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Create New Customer
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Click the New button.
Enter the Customer Name, Phone and Email Information.
If applicable, enter the Company Name.
Enter Customer's Contact Information and any Notes.
Click Save.
The new customer record will be listed.
Delete Customer
Select the customer name from the Customer List.
Click the Delete button.
Click OK on the affirmation prompt.
The Customer is deleted.
Customer Name Search
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Enter the desired customer name in the Customer Name search field.
Hit Enter to perform the Search.
The customer record will be displayed.
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