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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.

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.

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.

Email

  • Enter the desired Email Address.

Contact Info

  • Enter the Contact Information.

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.

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