Customer Records List and Edit Views
Customers are often referred to as Debtors or Accounts Receivable. They represent individuals or businesses that buy goods or services from you.
All the relevant Customer information can be entered in QuickEasy BOS, including contact details, addresses, registration information and credit terms.
There are two views:
- List View shows a list of customers with names and key information.
- Edit View is where you add or edit Customer information (if you have the required access rights).
List View: Default
Buttons Explained
| Button | Description |
|---|---|
| View | Shows the entries that match the selected filters. |
| Arrow on View Button | Reset Data Filter: Resets all the data filters. |
| Recent | Opens a recently viewed record from a dropdown list. The button is hidden if there are no recent items. |
| New | Creates a customer record. |
| Output | Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format. |
| Actions | Changes multiple records (select them with Ctrl + left-click). The options are:
|
| Menu | View Changelog: Opens the changes made to the contacts and their attributes. Views Settings |
Filters Explained
| Filter | Description |
|---|---|
| Set | Select a date option (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Enter your own dates. |
| Created Radio Button | If selected, shows only the records created during the selected period. |
| Updated Radio Button | If selected, shows only the records updated during the selected period. |
| Category | Select a category from the dropdown list. |
| Rep | Select a rep from the dropdown list. |
| Status | Check one or more statuses to show only the entries with those statuses. If no boxes are checked, all the entries appear. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Status | The current status of the entry. |
| Name | The customer’s registered name. |
| Known As | The customer’s trade name. |
| Reg No. | The customer’s registration number. |
| Code | The customer’s code. |
| Categories | The categories that the customer is in. |
| Sales Rep | The sales rep selected for the customer. |
| Accounts | The contact person for accounts. |
| Currency | The customer’s currency. |
| VAT No. | The customer’s VAT registration number. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
| Language | The customer’s language. |
 | A context menu (also opened by right-clicking the entry) with the following options:
|
List View: Accounting
Buttons Explained
| Button | Description |
|---|---|
| View | Shows the entries that match the selected filters. |
| Arrow on View Button | Reset Data Filter: Resets all the data filters. |
| Recent | Opens a recently viewed record from a dropdown list. The button is hidden if there are no recent items. |
| New | Creates a customer record. |
| Output | Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format. |
| Actions | Batch Update: Updates all the selected records. The options are:
|
| Menu | View Changelog: Opens the changes made to the contacts and their attributes. Views Settings |
Filters Explained
| Filter | Description |
|---|---|
| Set | Select a date option (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Enter your own dates. |
| Created (radio button) | If selected, shows only the records created during the selected period. |
| Updated (radio button) | If selected, shows only the records updated during the selected period. |
| Category | Select All or a specific category to show its entries. |
| Rep | Select all or a specific rep from the dropdown list. |
| Status | Check one or more statuses to show only the entries with those statuses. If no boxes are checked, all the entries appear. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Status | The current status of the entry. |
| Name | The customer’s registered name. |
| Known As | The customer’s trade name. |
| Reg No. | The customer’s registration number. |
| Accounts | The contact person for accounts. |
| Terms | The customer’s terms (e.g. 30 Days, COD). |
| Credit Limit | The customer’s credit limit. |
| Billing Method | The customer’s billing method (e.g. EFT, debit order). |
| Price List | The Price List allocated to the customer. |
| Currency | The customer’s currency. |
| VAT Type | The VAT Type selected for the customer. |
| VAT No. | The customer’s VAT registration number. |
| Language | The customer’s language. |
| WHT Account | The customer’s withholding tax account. |
| Branch Code | The customer’s branch code for tax purposes. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
| A context menu (also opened by right-clicking the entry) with the following options:
|
Edit View
- When you click New (button) to create a customer record, the same form opens as when you create a new Contact > Entity.
- The Customer interface differs from the Contacts interface in these respects:
- The form shows Edit Customer as the title.
- The Customer Attributes and the Currency and Tax attributes are already added.
Buttons Explained
| Button | Description |
|---|---|
| Recent | Opens a recently viewed record from a dropdown list. The button is hidden if there are no recent items. |
| Edit | Lets you edit the record. |
| New | Creates a customer record. |
| Actions | Refresh Lookups Delete Contact |
| Menu | View/Edit Notes & Attachments View Changelog: Opens the changes made to this customer and its attributes. Settings
|