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Customers Defaults |
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Customers Records List |
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Name and Details |
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First and Last NameCompany | |
PhoneEmail | |
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.
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Delete Customer |
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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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