Customers - Customer View


The Customer View page is divided into the following sections:

 

Section
Description
Actions The following Actions can be taken for a customer:
Edit - Opens the Customer Edit page.
Print Statement - Generates a printed statement for the selected customer.
Email Statement - Generates an email with a statement attachment for the selected customer.
Email - Generates an email for the customer.

Customer
Information Boxes

These boxes provide general information about this customer.
Total Balance - shows the total balance of all customers orders. A breakdown of 30-60-90 balance can be viewed by hovering mouse over Total Balance box
Current Order - shows the total value of current orders
Active Quotes - shows the total value of active quotes
This Year - shows the total value of orders this year
Last Year - shows the total value of orders last year 
Average Days to Pay - shows the average number of days it takes for an order to be paid
Customer Details
This shows general details for this customer.

Notes
This shows any Notes for this customer.
To edit, add, or delete Notes. (See General-Notes)
Contacts
This shows any Contacts for this customer.
To edit, add, or delete Contacts.  (See CRM-Contacts)

Tasks
This shows any Tasks for this customer.
To edit, add, or delete Tasks. (See Communications-Tasks)

Orders
This shows any Orders for this customer.
To edit, add, or delete Orders. (See Quotes/Orders-Orders)

Items
This shows any Items for this customer.
To edit, add, or delete Items. (See Quotes/Orders-Items)
Accounting
This shows any balances, payments, and entries for this customer.
To edit, add, or delete Balances or Payments. (See Customers-Accounting)