| Financial 2013 Customer Entry |
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Through the Customer Entry page you
can view and define new customers that
your company deals with. Customer profiles can be arranged in a hierarchal
manner showing the relation between customers and subsidiaries.
At anytime, you can set a certain customer On Hold or Black Listed. This procedure prevents any transaction with this customer.
To view certain pre-defined customers, fill in the selecting criteria fields with the proper details to filter down the retrieved customer records. If you wish to edit any, click on the customer needed and you can proceed with making the changes you want.
Note that you can view results in a hierarchal mode if you select the Tree View; otherwise you can view results in a normal table if you select the Table View.
To add new customers click 
to enter the Personal Information, Contact
Information and Account Information.
Related Topics
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