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For more on searching for accounts, go here.




Status

Can be set to:

  • Active
  • Inactive
  • All
Customer NumberDisplays the customer number
Attention-toShows the name on the customer account
Company NameDisplays the company name associated with the account if applicable
Street Address Line 1Displays the customers address
City/St/PostalShows the city state and zip for the selected customer
Country CodeIf applicable will show the customers country code
Address CodeShows which address is being used on the customer account
Last Selected DateShows 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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