Customers

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Customers

 

Click Customer on the top toolbar to open the customer screen.

 

This is the main screen for managing your customers and all related customer account settings and orders.

The tabs across the top can be selectively removed in the customise screen.

 

Find

Select the criteria you want to search against, from the drop down box.

Enter the characters in the box and click the magnifying glass icon find magnifying to jump straight to the relevant record.

See detailed steps on how to filter a customer list.

 

 

Printing Customer Details

 

Customer Details

With the customer window open on screen click Print to print a sheet of customer details. This sheet includes all details on the general tab, any notes entered plus an overview of the customer's orders and their value.

 

Print List

With the customer window on screen click Print List from the left of the screen to print a list of all customers. If you have applied any filter (see above) then it will print the filtered list only.

 

 
Related Topics:

Customer Buttons

Customer Tabs