Customers - Customer View


The Customer View page is divided into the following sections:

 

Section
Description
ActionsThe 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.

Records - Opens a Records modal window for this 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, Payments, and Entries. (See Customers-Accounting)