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Show Customers

Go to “Customers” > “Show Customers

Listings of customers will be show here with information like:

  1. Customer id
  2. Effective balance
  3. Credit limit
  4. Outstanding
  5. Address
  6. Date of birth
  7. Active status
  8. etc.

 

Shortcut Actions:

By right clicking the mouse you will be provided a list of actions to perform.

  1. Find: You can find data by this option.
  2. Sort: You can sort data by clicking over a field or column.
    • For Date type column: Sort Oldest to Newest and Sort Newest to Oldest.
    • For Text type column: Sort A to Z and Sort Z to A.
    • For Numeric type column: Sort Smallest to Largest and Sort Largest to Smallest.
  3. Filter: Put your mouse over a column and right click, you can filter data based on this selected column by Filter By Selection. You can filter by excluding this column by choosing Filter Excluding Selection.
  4. Between: You can search data based on a column values by this option.
  5. Show This Customer Information: This will open a new window with customer details, from this window you could also edit the customer details.
  6. Export to Excel: Export the customer data to Excel format to further analyze or to share.
  7. Edit This Customer: Details windows will be opened and to Edit the customer click “Edit” and when done click “Save Record“.
  8. Deactivate This Customer: This will deactivate a customer to assign to any sales or quote operation. Customer and data will be present.
  9. Activate This Customer: Activating this customer, you could assign customer to sales or quote.

 

Video Tutorial: Show Customers.

 

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