The Customers screen is used to create and manage customer records.
1.2.1. Add Customer
Steps:
- Step 1: Click the New Customer button in the management screen.
- Step 2: The system will display a form to enter customer details. Fill in the required information and save.
1.2.2. Import Customers
Steps:
- Step 1: Click the Import Customers button on the screen.
- Step 2: The system will display an Import File screen. Upload the customer data file and save.
1.2.3. View Customer
To view customer details:
- Select the View button corresponding to the customer record.
1.2.4. Contacts
The Contacts screen allows users to manage all customer contacts.
Steps:
- Step 1: Click the Contacts button on the screen.
- Step 2: The system will display a list of all customer contacts.
1.2.5. Delete Customers
To delete a customer record:
- Select the Delete button next to the corresponding customer record.