The Customers Home page consists of a list of recently added and changed Customers, a My Customers list containing any Customers that have been marked for inclusion in My Items, and any Customer-related finds that have been saved. The appearance of the Customers Home page may be modified by using Views. See "Home Pages & Views" on page 39 for additional details.
The Customers Home page displayed with a list of recently accessedCustomers.
Saved Customer-related searches appear in this drop-down list. When selected, the results of the search are displayed in the Customers Home page.
Recently Added Customers
The default view. A list of Customers that have been recently added or modified.
My Customers
A list of Customers that have been marked as a My Item. See My Items for more information.
Views
A list of saved Customer-related searches.
Procedures
Creating a new Customer
Open the Customers Home page if it is not already open.
Click New Customer. The [New Customer Page] will open, allowing you to define the details for a new Customer.
Finding Customers
Click Find Customers. The Find Customers page will open, allowing you to define the search criteria you want to use to search for Customers. See [Find Customers - Search Definition] for more information.
Viewing details of a Customer
Click a Customer Code or Customer Name in either the Recent Customers list or the My Customers list of the Customers Home page. The [Customer Details Page] will open, displaying the details for the selected Customer.
Editing a Customer
Click a Customer link. Customer Links are displayed in multiple areas throughout the user interface and are typically present any place where a Customer Name or Customer Code is displayed. The [Customer Details Page] will appear.
Click Edit ( ). The Customer's details will be displayed in Edit mode.
Edit the Name of the Customer. (Customer Codes are not editable after a Customer has been saved).
E-mail
