Content Comparison

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1. In the main menu navigate to Customers > Customer Management.
   

2. The Search tab is automatically displayed upon entering the Customer Management module.  Existing Customers are listed alphabetically below blank search boxes.
   

3. For instructions on how to use the search boxes to filter Customer records, refer to Searching Records.
   

4. Narrow the search further by selecting one or more of the following check boxes:

   1. Include (Customers with a Status of) “Prospect”, “Suspect” and “Corp Only” 

      

   2. Show Customers with Non-Zero Balances Only

      

5. Select the Customer records that are currently on the screen using the   Select icon. To display the total amount of outstanding transactions for the selected Customers, click the Display Totals icon   on the bottom-left of the screen. The Total balance will display on the bottom-right of the screen.

6. While you have Customers Selected, you can run reports on the Selected Customers on the Reports module. In the Customers tab, look for a filter of “Selected Items Only”. Enter a Y into this field to search only for those Customers you’ve Selected.

   

7. Entering an amount above the Balance column displays all Customers with a balance greater than the amount entered in the search box.

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Customer Management Tabs