Page Comparison

The Customers screen allows the user to create and maintain customer records.

These records can be accessed from within the Design Editor or Visualization as projects are assigned to them.

The Customers Records List displays the current list of customer records.

The Name and Details section is where to enter the Name, Phone Numbers and Email of the Customer.

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

Select the phone number type from the dropdown control and enter the phone number. Select the checkbox if this phone number type is Preferred.

Email

Select the email type from the dropdown control and enter the email address. Select the checkbox if this email is Preferred.

Select the appropriate address category from the dropdown control. Enter the contact information for the customer. Select whether the address is the Preferred Mailing Address or the Preferred Shipping Address by clicking the appropriate checkbox.

Enter any notes for this customer in the Notes field.

To create a new customer, click on the New button at the top of the screen.

Enter the Customer Name, Phone and Email Information.

If it is a company, enter the Company Name.

Enter the Customer's Contact Information and any Notes.

Click Save.

The new customer will be listed. 

Select the desired customer name from the Customer List by clicking on it.

Click the Delete button.

Click OK on the affirmation prompt.

The Customer is deleted.

Enter the customer name to search for in the Customer Name search field. 

Hit Enter to perform the Search.

The customer record will be displayed.