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You
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A Search field at the top of the window searches all fields in the top section. The columns can be sorted by choosing a column header. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A).
Topics on this page:
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Creating a new customer
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can view existing customer information. You can also create a new customer
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from the Customer Hub.
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- In the Customer Hub window, right-click on anywhere in the customer list.
- Choose Create New Customer.
- In the New Customer/Location window, enter the customer details, required fields are indicated with a red *** asterisk.
- Choose Save.
Viewing customer information
You can access the Customer Hub by right-clicking on an appointment and choosing View Customer Details, (the Customer Hub tab opens with the focus on that customer) or you access the Customer Hub by choosing the Customer Hub icon on the Schedule tab. To see a customer's details, you will need to select the customer from the list.
The details section contains the following tabbed information associated with the customer.
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Viewing customer details
- To view the customer details, choose a customer in the Customer Hub.
- The customer information displays on the Customer tab.
- You can view the display-only customer information:
- Customer Number
- Customer Name
- Address 1
- Address 2
- City
- State
- Postal Code
- Contact Person 1
- Phone 1
- Contact Person 2
- Phone 2
- Salesperson
- Hold Status
- Inactive Status
- Priority Level
- Receivables Status
- User_Define_1a
- You can view and/or add customer notes and attachments. See Working with notes and attachments.