The right side of the customer screen has 4 buttons for easy access.
Folder
A customer folder is used to store information that comes from outside EQ, e.g. Word documents, e-mails, pictures so they are all kept in one central location. A folder is created each time you add a new customer. By default folders are created in your EQ data folder but you can change the location in system configuration.
Click the 
drop down arrow to see actions for a folder:
•Copy or Move a file into the customer folder
•Place shortcut to a file into the customer folder
•Click Change Folder to change the name of the folder. By default this is the customer name and account code.
New
Start a new quote with the customer's name already completed. Any customer discount is ready to be applied:
•Left-click to being a new furniture quote.
•Right-click to begin a new quick quote (non-furniture).
•Click the drop down arrow to pick a quote type to begin with. Quote type e.g. kitchen, utility, quick quote.
Print List
Click to print the list of all customers being displayed. Use the Filter List button first to set criteria and print a filtered list.
Groups
Customer groups allow you to allocate 1 customer record to more than one group. This helps you filter the list and find and display customers who meet the group's criteria. Unlike customer types you can assign a customer to multiple groups.
•Click Groups to show a list of existing groups (no groups exist by default).
•Click Define Groups to add your own groups. E.g. Group A, A1 and then the next row Group A, A2.
•You can build up a list of group titles and groups.
New Contact
Click this button to add a new entry into contact history, e.g an appointment, a visit or phone call. Contact history entries appear in the contact history tab with the most recent at the top. Sending e-mails and texts also create the
Send e-mails directly to your customer. Use templates and merge fields to generate standard e-mails quickly. If you filter a list and use the Customers menu on the top menubar you can bulk send e-mails to multiple customers.
Text (SMS)
Send text messages to your customer. These use credits which you can purchase online in Tools > Customise. 1 text is 1 credit. Text messages use common templates with e-mails so you can send standard information quickly. If you filter a list and use the Customers menu on the top menubar you can bulk send text messages to multiple customers.
Plan
Click this button if you are beginning a new quote from an existing Articad plan. Select from new kitchen, new bedroom, new bathroom or new study plans.
Click the drop down arrow for all options:
•Create a new plan in Articad (the files are automatically saved in the EQ customer folder)
•Copy or Move a plan into the customer folder
•Place shortcut to a plain into the customer folder
•Open an existing plan (shows the plan name)
Transfer
Available as an additional module, this allows the transfer of customer records and quotes from standalone systems to other EQ systems, via the Internet.
Related Topics:
Customer screen (overview)