Customers tab-> Select Customer

The Customer Details page is used to display and edit Customer information stored in the database. For information on creating new Customers, see New Customer Page.

Page Objects:

Click to see a detailed description of the window.

 

New Customer	Opens the New Customer Page for creating a new Customer.
Find Customer	Opens the Find Customers - Search Definition page for searching for Customers.
Customer Search ( )	Opens a quick search window for quickly locating and opening additional Customers by typing a Customer Code and clicking Go ( ) or by searching for and selecting a Customer.
My Item Marker ( )	By clicking this icon, you can mark the current Customer as a My Item. White markers ( ) indicate that the Customer has not been marked as a My Item. Yellow markers ( ) indicate that the Customer has been marked as a My Item.
Customer Code and Name	The code and name of the currently displayed Customer.
Edit	Changes the view from display to edit mode, allowing you to edit the Customer's details.
Delete	Deletes the currently displayed Customer.
Jobs	Searches for all Jobs for the current customer.
Print	Prints the current Customer using a predefined Print Form.
New Window	Displays the current Customer details in a new browser window.
Customer Code	The unique identifying code assigned to the Customer.
Customer Name	The name defined for the Customer. (This field can be edited.)

Procedures

Searching for Customers

Editing Customer Details

Deleting a Customer

Printing Customer Details