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Overviews Product Information Implementation Client Connect
PRODUCT INFORMATION

Customer Screenshots

The first page of the Customer Input Form is where you enter, view, and modify customer information. Fields with a box in the upper right hand corner are auto-formatting to speed up data entry.



The second page of the Customer Input Form is where you can view, modify, and create events, contacts, and standing orders associated with the customer.



The third page of the Customer Input Form contains credit information.



The fourth, fifth and sixth page contains invoice alert information, comments and Demographics. The seventh page contains Customer statistics as shown below.



From the Customer Statement dialog, you can specify which customers to print statements for, as well as the kind of statements to print.

 
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