The module provides a list of customers registered customer module displays an overview of registered customers in the system, as well as information and data linked with these customers. It also provides access to information about the customers and their connected data.
Customer list
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Info: The Options column shows displays icons for records in other modules linked with the to a customer. Hover the mouse over the icons for information on what they meanpointer over an icon to view information about its meaning. |
Customer form
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The customer card contains all the information and records linked with the customer in the system. Data about the customer can be found in the customer form, and the module tabs above the form show records in other modules that are linked with the customer.form displays information about the customer, as well as connections from selected modules in the system. Related data is also available under the tabs at the top of the customer view.
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Info: Which fields are visible displayed in the list and the customer form can be changed by enabling using configuration mode. |