|
1)
Select Sales/Receivables
then select the Customers
button. The Customers window appears.
2)
Find and select the customer to edit. (see Search for a
Customer) The customer
information populates the Customers window.
3)
Make the edits to the customer information.
4)
Select the SAVE
button to save the new customer information.
To abort the changes to the customer information, select the
Exit
button to discard any changes made to the contact,
and close the Customers
window.
5)
To clear the customer fields with out saving selecting the New
Customer button. This
displays the Changes Not Saved dialog box.
Select No to clear
the fields with out saving.
Select
Yes to save the entered data.
Special Note: You cannot delete a customer with orders, quotes or
invoices in the history.
On the bottom of
the Customer screen is a
row of nine tabs (Sales Info, Contacts, Ship to Address, Invoices,
Notes, History, Logs, Groups, Links ) where additional customer
information can be stored.
Sales Info tab:
The
Sales Info tab contains three fields (Next Call Date:,
Next Action, and Last Results.)
The Next Call Date:
field is a date field where a follow-up call to a customer can be
scheduled or planned. The
Next Action and Last Results
fields are areas where notes on the respective subjects can be
entered.
Contacts tab:
The
Contacts tab is where the contacts list for each customer is
accessed, managed and maintained.
From here contacts for each customer can be added using the
Add button. The
Contact list can be printed using the
Print Contact List button.
|
