Customers

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The Customer List screen shown below lets you view, add or edit customers. All your customers are displayed in the list at the top.



You can search the list of customers by Last Name, First Name, Company Name, Phone # or Account #. Enter the text you want to search for in the Find Customer field. Then select what field you want to search using the By drop-down list. Then click the button. To clear the search and show all customers, click the button.
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Click the Add New Customer button to add a new customer.

Click the View / Edit Selected Customer button to edit the current selected customer.

Click the Delete Selected Customer button to delete the current selected customer.

Clicking the Add New Customer or View / Edit Selected Customer buttons will open the screen shown below. This screen allows you to view and edit complete details for a customer.



This screen is divided into sections as described below.

Customer information

This section lets you enter the customer's name, address and contact information. You must at least select the type of customer and enter a last name.

You can view the customers address on a map by clicking the View Map button and also get driving directions from you address by clicking the Get Directions button. This feature requires that you are connected to the internet.

The button next to the Email field will open your default email program with the customers email address already entered for you. This makes it easy to send an email to a customer.

You can mark a customer as active or inactive by checking or unchecking the Customer Is Active check box. You can also enter notes about the customer. You can edit the notes in a larger popup window by clicking the button.

This section also shows you the date the customer was entered.

History For Customer

This section displays a complete history for the customer. This includes any estimates, invoices and calendar entries for the customer.

Click the Save button to save your changes. If you have not saved your changes, the font color of the Save button will change to yellow, which acts as a flag or reminder that you have made changes that are not saved yet.

Click the Close button to return to the Customer List screen. If you have not saved your changes a message will popup asking you if you want to save them or not.

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