CUSTOMERS - Access / List Functionality

   Customers (see also Contacts below)

• Access in one of 3 ways:
  • Text Menu

           

• • Web Access - Tools > Server Admin (with limited functionality)

           

• • Module List

• Customer List Functionality
  • Refresh to load any Customers that may have been created since last refresh and that may not be displaying on this list
  • Filters - create a filter for this list

• • • click Filters

               

• • • choose Any or All selector

• • • select from the list of fields to set the criteria
    • select from the operators ie: ‘is one of’, ‘contains’, ‘does not contain’, etc - this operators list changes based on the field selected in the previous step
    • enter the criteria information (ie: VA - Inspire Health Systems warehouse)
    • if desired click to add a line of criteria
    • to remove the criteria line, click
    • make any column adjustments (see Column Customization)
    • select  Filters drop down for save options

                          

• • • • Save as default - this filter will be active whenever viewing Customers
      • Remove default to remove the previously set default Filter
      • Save filter to save changes on a previously saved Filter
      • Save filter as… will allow you to name the Filter with the following settings:
      • give this Filter a name

                                       

• • • • select User if this filter will be used by you only

• • • • select Company if it is to be accessed by all users
      • Show in module list to display beneath the module name
      • Save column state if you have removed or added columns, or have sorted the list by one of the columns

• • • • click OK
      • the new Filter is also accessible in the Filter menu:

                                 

• • • click on the Filters button to release the current filter to see entire list or start new filter

• • Icon Menu Customization
    
    • hover over the Icon Group handle  until you see

• • • drag the Icon Group to where you want it 

• • Column Customization

• • • drag and drop columns for preferred positioning
    • right-click on any column heading to list to identify which columns you wish to see in the grid
  •   Column Sort / Search - click on any column heading to sort the list by that column

• • • further narrow your search by just typing (you will see the typed letters in  green) and the list will highlight the closest match, in currently sorted column

                           

• • •   - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the Customer record
    • Open a Customer record and use the Navigate buttons to page through Customers in the list, filtered or not filtered, in order of the current column sort (see Column Customization)

• Export Customers - see CUSTOMERS - Export 

• Edit Customer  

• •  from the Customer List window scroll to select Customer(s)
  • click Edit - or double-click customer line(s) 

• • • if you are editing multiple Customer records, only multi-edit options will be presented:

                     

• • make necessary changes
  • Save or Save and Close or Save and Create New
  • option to Update any open Sales Orders with changes made to fields in the Addresses tab

               

• Delete Customer 
  • select customer(s) from the list and click  Delete (will not delete if there is an AR balance or AR / Sales transactions)
• Print select from these reports (see CUSTOMERS - Reports for more information)
• Copy the details of the selected Customer into a new Customer (see Customers - Add New)
• Email the selected Customer(s) from the List - see Customers - Email
•  Mail Merge the selected Customer(s) from the List - see Customers - Mail Merge
• Customer List Context Menu - select any line in the list and right-click to launch:

       

 Contacts

• view all Contacts from all Customers in one place with ability to
  •  Export this list (Filtered or un-Filtered) to Excel
  •  Open Related Customer record