4 Customer List
From TrueERP wiki
Customer List
The Customer List displays all Customers and related Jobs entered into your ERP database. The Customer List is a valuable
report in its own right. It would be an advantage to study the available information within this list, as it contains a great variety of
data relating to your Customers.
You have the ability to customise the view of this list as a preferred setting for each User. This way whenever you load the Customer List by selecting the Customer List button, you will be confronted with the column settings of your choice, therefore the information you most need to see will be available for quick and easy viewing by you.
Accounts Receivable, Accounts Payable (as some Customers are also Suppliers), and the Total Balance due for all of your Customers is readily available in the Customer List.
There are 15 customisable columns and a further 3 customisable date columns available to be used as per your requirements. Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
How do you open the Customer List?
· Select the 'Sales' tab. · Select the 'Customer List' button.
· Double-click on any Customer to open the related Customer card. · Refer to New Customer for details on entering a new customer.
