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| Customer Unit List | DocumentationTable of Contents |
The customer unit list displays a complete list of customer units. New customer units may created and existing customer units may be viewed and edited.
Use the filtering section to determine exactly what customer units you wish to view and how you wish to sort them on the list.
The customer unit number.
The name of the customer unit.
The customer to whom the customer unit is linked.
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.
- Select the "New" icon to create a new
customer unit.
- Select the "Edit" icon to edit an existing
high-lighted customer unit.
- Select the "Delete" icon to delete an existing
high-lighted customer unit.
- Select the "Print" icon to print the
contents of the customer unit list to a printer.
- Select the "Export" icon to export the
contents of the customer unit list to a CSV or Excel file.
- Select the "Refresh" icon to refresh and
re-display the contents of the customer unit list.
- Select the "Close" icon to close the
customer unit list.
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.