Understanding the Recent Customers Screen
- maperrin (Deactivated)
- Alex Yeager (Deactivated)
Summary / TL:DR: This article will help you understand the Recent Customers screen in Advantage.
For more on searching for accounts, go here.
Status | Can be set to:
|
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. |
Wrap up
You should now have an understanding of the Recent Customers screen in Advantage.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.