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Summary / TL:DR: This article will help you understand the Recent Customers screen in Advantage.

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For more on searching for accounts, go here.

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Status

Can be set to:

  • Active

  • Inactive

  • All

Customer Number

Displays the customer number

Attention-to

Shows the name on the customer account

Company Name

Displays the company name associated with the account if applicable

Street Address Line 1

Displays the customers address

City/St/Postal

Shows the city state and zip for the selected customer

Country Code

If applicable will show the customers country code

Address Code

Shows which address is being used on the customer account

Last Selected Date

Shows the date the customer account was last entered into by the user

Add Customer

Add a recent session to the customer list

Change Customer

Change info for the selected customer

Inquire Customer

Display info for the selected customer

Overview Customer

Opens the customer overview screen for the selected customer

Select Current Customer

Select the currently selected customer

View Address Document

Opens the address maintenance menu.

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Tip

Wrap up

You should now have an understanding of the Recent Customers screen in Advantage.

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