Customers Defaults

For Additional Information:

See Assign Customer in Designer.

See Assign Customer in Visualize.

Click on Customers in the Admin section of the Main Screen to open the Customers section.

Enter the First and Last name of the customer in the respective fields.

If applicable, enter the company name in the Company field.

Enter the desired Phone Number.

Enter the desired Email Address.

Enter the Contact Information.

Enter any notes for this customer in the Notes field.

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. 

Select the customer name from the Customer List.

Click the Delete button.

Click OK on the affirmation prompt.

The Customer is deleted.

Enter the desired customer name in the Customer Name search field. 

Hit Enter to perform the Search.

The customer record will be displayed.