Accounts Receivable > Modify >

Customer Information

 

         

 

 

Overview

Modify Customer Information allows you to set up and edit information on your customers.

 

This Help page contains the following sections:

Filters

Item Information Grid

 

 

Filters

You have access to the following Filters:

 

In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:

 

Address

City

State

Postal Code

 

Click the Search button to display results or the Clear Filters link to reset all filters.

 

 

Customer Information Grid

The Customer Information grid contains the following columns for each customer:

 

Customer Name

Bill To

Address

Phone

ACH: Displays a check if the customer has ACH information on their record.

Email: Hover over the Email  icon to view the email address or click it to begin composing a message in your email client.

Inquiry: Click the Transaction Inquiry  icon to display Transaction Inquiry results for the individual.

Note: Hover over the Note  icon to preview the note.

Setup: Hover over the Information  icon to display user and time information for when the customer was set up and last updated.

 

Click the Edit  icon or double-click any customer in the grid to edit their record. You can also click the Add New Customer link to add a new customer (More Information).

 

Compiled on 6/22/2018 8:21:40 AM