Customers - Customer View
The Customer View page is divided into the following sections:
|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.
Records - Opens a Records modal window for this customer.
|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 an order or quote item, hover the mouse over item Number and select the pencil icon that appears. The Item view page will open. For more information, see Items - Item View.
New Products can be added or edited from the Customer view page. To add a Product, see Products - Adding a New Product. To edit a Product, see Products - Editing Products.
|Accounting||This shows any balances, payments, and entries for this customer.|
To edit, add, or delete Balances, Payments, and Entries. (See Customers-Accounting)