Work with Customers

View Customers

1. Click Sales in the left navigation bar.
2. Select Customers.
   
3. (Optional) Search for the customer, company or project, if necessary.
   

Customer Actions

1. Click the Action menu for the desired customer.
2. Select an option from the menu
   

View Customer Details

1. Find and click the customer.
   
2. To see the customer’s details, click an option:
   • Transaction List
   • Projects
   • Customer Details
   

Go Back to the Customer List

1. Click the Customers arrow.