Customers Defaults

Customers Defaults
The Customers screen allows the user to create and maintain customer records. Click on Customers in the Admin section of the Main Screen to open the Customers section. These records can be accessed from within the Design Editor or Visualization as projects are assigned to them.

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

Name and Details

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

Contact Info
Enter the Contact Information. Select the 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.

Notes
Enter any notes for this customer in the Notes field.

Create New Customer
Enter the information to create a New Customer record. 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
Search for the Customer in the Customer Name field. Enter the desired customer name in the Customer Name search field. Hit Enter to perform the Search. The customer record will be displayed.