Work with Customers

View Customers

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

Customer Actions

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

View Customer Details

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

Go Back to the Customer List

  1. Click the Customers arrow.
    Go Back to the Customer List
    Go Back to the Customer List
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