Customer List

Documentation

Table of Contents




The customer list displays the various customers that have been created.

Filtering and Display


Use the filtering section to determine exactly what customers you wish to view and how you wish to sort them on the list.


List Table


Number

The number for the customer.

Name

The name of the customer.

Type

The customer type this customer is linked to.

Balance

The customers accounts receivable balance.

NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons



- Select the "New" icon to create a new customer.

- Select the "Edit" icon to edit an existing high-lighted customer.

- Select the "Delete" icon to delete an existing high-lighted customer.

- Select the "Print" icon to print the contents of the customer list to a printer.

- Select the "Export" icon to export the contents of the customer list to a CSV or Excel file.

- Select the "Refresh" icon to refresh and re-display the contents of the customer list.

- Select the "Close" icon to close the customer list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.