Overview
The Customers screen lets you view, add, export, and manage customer details. By default, you see ID, Code, and Name columns, but you can customise the layout.Viewing and managing customers
1
Access the Customer screen
From the left-hand menu, click Customers to display all customers.
2
Customise columns
Click any column heading to sort alphabetically. Use the Column Manager to add or remove columns.
3
Add a new customer
Click +New, enter the customer’s Name, Contact information, and Address, then click Save.
4
Export customer data
Click the Export button at the top of the screen to download an Excel file with all customer data.
5
View and edit a customer
Click Show next to a customer’s name. Hover over any field to edit it, then click Save.
6
Revert changes
If you make a mistake, click Revert before saving to discard unsaved changes.
7
Delete a customer
Open the customer’s General Info screen and click Delete.
Can I export the customer list?
Can I export the customer list?
Yes. Click the Export button to download an Excel file with all customer details.
Can I undo changes before saving?
Can I undo changes before saving?
Yes. Use the Revert button to discard any unsaved changes.