Customer Management

Navigation
To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit.
Fields
Customer No	City	Active	Customer Name
Address	Ext	State	Billing Contact
Address	Email	Country	Terms
Address		Facebook	Tax Schedule
Zip			Tax Exempt No
Phone			Price Level
Fax			Salesperson
LinkedIn			Account Manager
Twitter
Search	Results Grid	Add	Edit
Sites Tab
Search	Results Grid	Add	Edit
Tasks Tab
Task Type	Task Desc
Search	Results Grid	Add	Edit
Contacts Tab
Results Grid	Add	Edit
Notes Tab
Category	Note
Search	Results Grid	Add	Edit
Documents Tab
Results Grid	Upload Documents	Download	Remove
Invoices Tab
Results Grid	Edit
Agreements Tab
Results Grid	Edit