You can review a list of all existing customers from the Customer List tab of the Customer Center screen.
From this tab, you can review information about customers, export customer information to an Excel spreadsheet, and open an existing customer for editing, deletion, or further review.
To review the Customer List:
1. Select Customer Center from the Sales menu to open the Customer Center screen, and select the Customer List tab.
The Customer List tab displays a table containing all of the customers that have been set up in the system for the active client.
2. (Optional) Enter a specific customer name to review in the Name field.
This option is helpful if you have a number of customers with the same or similar names.
3. (Optional) Use the Filter Criteria drop-down list to indicate any filtering you want to apply to the list.
You can select Last 100 Accessed to review your most recently-accessed customers, All Inactive to review only inactive customers, or you can select With Balance Due >= and enter a threshold dollar amount in the field that appears to review only customers owing balances over the specified amount.
The table updates as you make your selection to display the customers who match your criteria.
4. (Optional) Click any column heading to sort the table in ascending order by that column, and click again to sort in descending order. By default, the table is organized in alphabetical order by Customer Name.
For each customer, the table displays the Customer Name, Address, and Phone Number, the customer's current Balance Due, the Sales Tax location for the customer and the Sales Tax Rate, the Sales Representative assigned to the customer, and whether the customer is Active.
5. Click the customer's name to open that customer's record on the Customers tab for review, editing, or deletion.
Note: You cannot add or edit the entries directly in the table.
To add a new customer, you must open the Customers tab and create the new customer record.
6. Click Excel to export the information in the Customer List to an Excel spreadsheet for review or analysis.
You are prompted to open or save an Excel file containing all of the information displayed in the Customer List.