The Customers Screen

The Customers Screen of ASR allows storing and viewing information about the company's customers. Click on the "Customers" button on the Explorer Bar of the Setup section to get to the Customers Screen:

 

 

 

The screen consists of 3 major areas:

 

 

The Customers Screen:

 

 

 

The Customers Grid.

All Customers and primary Customer's data is shown in the Customers Grid. Customers can be searched, filtered and grouped in the grid. Creating new Customers, editing Customer Primary data and deletion of Customers also done in the Customers Grid.  Please refer to Working With Grids section fro more information on how to use the grid.

 

Customer Properties and Customer Information show individual Customer's information where the Customer is the currently selected customer in the Customers Grid. For example, in the example above, Customer "Customer Demo" is selected in the Customers grid. All other sections of the screen display data about "Customer Demo".

 

The Customer Properties show the following information (arranged into separate tabs):

 

 

The Customer Information show the following information about the Customer (arranged into separate tabs):

 

 

When the Customer Screen is active, the new section in the Explorer Bar is displayed:

 

This area adds more functions to the Customers screen:

 

 

The Customers Screen has a set of reports available for the context of reporting information about the customers. The reports are listed in the Complete List of ASR Reports, Customers Screen section.