Customers can be associated with jobs.

Customers can be imported.

ADD, EDIT AND DELETE CUSTOMERS

  • Click the Data icon in the main menu then Customers.
  • Follow the instructions in the Add, Edit and Delete section of the help overview to add, edit and delete customers.

FIELDS

The Customers table contains a large number of user-definable fields. All fields, whether user-definable or not, can be given custom names. So you may see a field in your Customers screen that's not in this list:

  • (Customers grid) CUSTOMER NUMBER.
  • (Customers grid) CUSTOMER NAME.
  • (Customers grid) IDLE. Only active customers appear in customer lists.
  • (Customers grid) NOTES. From a practical perspective, unlimited in length.
  • (Customers grid) Address and contact info.

MACROS

  • (Customers grid) EMAIL. Send email to the selected customer(s) and record it as a customer event.