Create, edit, and view customers from this page, as well as drill into individual customers to review their details.
Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Customer to complete.
Note: On initial customer creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.
The following fields are available for Customers:
Name - The Customer's name, this is used to reference the Customer throughout.
Email - The Customer's email address (used for issuing Invoices).
Description - Short text field description of customer
Terms - Customer's payment terms for an Invoice. This can be shown on an Invoice Template.
Notes - Long form text field for customer.
Attachments - Include file attachments associated with the Customer.
Inactive - Inactive Customers will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/AR Credit/SO) with the inactive Customer will still be included in tables and users can take actions against).
Contacts and Address - You can add multiple contacts and addresses associated with each customer with the fields in view in the screenshot above (begin entering the address in Line 1 and see suggestions to auto-complete address).
Customer Table Actions
Edit - Update Customer details.
Delete - Delete this Customer(could fail if another object such as Journal Entries are using this).
Filters - Filter what appears in the table based on one or more fields available in the table.
Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
Export - Table data can be exported using the export button at the top of the table.
Details - Click the customer name to view the customer's detail Page. For more information see this article: Customer Details