Customer Records Tutorials

The customer List View and Edit View are explained on Customer Records List and Edit Views.

💡These tutorials explain how to view, create, edit and delete customer records and add notes or attachments.

How to View a List of Customers#

1. Navigate to Customers.
2. Click Menu (button) > Default.
3. Apply any of the filters as needed.
4. Click View (button).

How to View Customers’ Accounting Information#

1. Navigate to Customers.
2. Click Menu (button) > Accounting.
3. Apply any of the filters as needed.
4. Click View (button).

How to View Recently Added or Updated Customers#

1. Navigate to Customers.
2. Next to Set, select Today or This Week.
3. Select the Created or Updated radio button.
4. Click View (button).

How to Create a Customer Record#

1. Navigate to Main Menu > Setup > Customers.
2. Click New (button).
3. Fill in the Header section as follows:
   1. Name = Enter the full legal name of the customer.
   2. Known As = Enter the customer’s trade name.
   3. Reg No. = Enter the customer’s registration number.
   4. Categories = Click the three dots (…) in the Categories box and select the categories you want to add.
      • Note: Categories are created with Menu (button) > Edit Categories.
   5. Telephone = Enter a landline phone number, including any international dialling codes.
   6. Mobile = Enter a mobile number, including any international dialling codes.
   7. WhatsApp = Enter the customer’s number used for messaging services.
      • Note: The WhatsApp caption is a General Setting: you can replace it with the name of your preferred messaging service.
   8. Email = Enter the customer’s email address.
   9. Website = Enter the customer’s website address.
   10. Postal Address: Prefilled with the default postal address from Addresses (tab).
   11. Physical Address: Prefilled with the default physical address from Addresses (tab).
4. Complete the Attributes (tab).
   • Note: The Customers and Currency and Tax attribute groups are added automatically.
5. Complete the Addresses (tab).
   • Note: The address set as the default Billing address fills in the Bill To field on the customer’s transactions. The Bill To field appears only on customer transactions whose Transaction Type has the setting Enable Address set to Billing.
6. Complete the Employees (tab).
7. Click Save (button).

How to Edit Customer Records#

1. Navigate to Customers.
2. Right-click the applicable record and select Edit Contact.
3. Click Edit (button).
4. Make the changes (see How to Create a Customer Record).
5. Click Save (button).

How to Delete Customer Records#

1. Navigate to Customers.
2. Right-click the applicable record and select Edit Contact.
3. Click Actions (button) > Delete Contact.
4. Confirm the deletion on the popup.

How to View or Add Notes or Attachments#

1. Navigate to Customers.
2. Right-click the applicable record and select View/Edit Notes & Attachments.
   • Note: A panel opens on the right.
3. Double-click an entry in the panel on the right to edit it, or click Add (button) to add an entry.