Start typing a name or click on any letter to display customer names. Name - Brings up the Customer List with the Customer display selected.Highlight the one you want and click OK to return to Customer Screen with Company details filled in. Start typing or click on any letter on the left to display any company names that begin with that letter. Company - Brings up the Customer List with Company names instead of Customer names.Since customer entry was covered in a seperate help topic, here’s an overview of the other functions found here: It works in conjunction with the Vehicle Screen so that when a customer is added, you can easily switch over to the Vehicle tab to add vehicles to this customer record. The Customer Screen allows you to add or delete a customer or to edit an existing customer's details. Utilities menu when you need to enter/edit groups of customers, as when you areĮntering your existing customers as part of your initial Manager You are in the process of creating orders. Note: Normally, you will enter new customers into the Manager database while Through the Customer Screen selection from the Utilities menu. This is the panel that will be displayed first when you createĪ new Estimate, Repair Order, or Invoice. Customer Screen is where you add a customer to the Manager database, delete aĬustomer from the database, or edit a customer's attributes.
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