9.2.7.� Customers

To access the Customer master list, select the "Customers" option. The following screen will appear:

Customer Master List

The Customer master list displays basic information on all existing Customers, including Customer Type, Customer Number, active status, Customer name, billing address, and phone number.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Customer.
EDIT: Enables you to edit highlighted Customer. The edit screen is the same as that for creating a new Customer—except that when editing, the fields will contain pre-loaded Customer information. Double-clicking on a Customer will also bring you to the editing screen.
VIEW: Highlight a Customer and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Customer and then select this button to remove the Customer from the master list.

Right-clicking on a Customer in the Customer master list enables you to select from the following menu options:

View Customer Master: Highlight a Customer and then select this button to reach a read-only view of the "Edit" screen.
Edit Customer Master: Enables you to edit highlighted Customer. The edit screen is the same as that for creating a new Customer—except that when editing, the fields will contain pre-loaded Customer information. Double-clicking on a Customer will also bring you to the editing screen.
Delete Customer Master: Highlight a Customer and then select this button to remove the Customer from the master list.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.