The Customer List window is accessible from the main screen.
Click the tab labeled Customers on the top row of tabs.
From this screen, customer information can be added, accessed and/or edited.
➢Use Filter Search boxes in the top row to search for a specific customer.
➢Double click on a customer name to view the detail screen.
➢Click here to find out how to edit customer information.
➢Some customers have more than one deal. Click here to find out how to merge records for one customer.
➢Click here to learn how to add a new customer to the list.
The custom report writer can be accessed to create mailing lists, labels and data exports for various marketing purposes.
