View Customer Information

To view information on a particular customer,

1.  From the Planner page, click the (Rolodex) Customer command.

The Customer Rolodex page opens.

2.  Type some information into the Customer Name or Customer Acct # fields and click the Search button.

A list of customers matching your search opens.

3.  Click the Cust # link from the list.

The Customer Details page opens.

 

 

Related Topics

Customer Rolodex Page

Planner Page

 

Updated December 16, 2004