Customers Job Aids

Customer

Managing Customers

Adding New Customer

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customers
   
   
   
3. Under Customers Menu, Click Options then choose Add New Customer
   
   
   
4. Fill up the necessary fields
   
   
   
5. Click Save
   
   
   

Viewing Customers

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customers
   
3. Under Customers Menu, Select the account that needs to view its details, click the drop down arrow then choose View
   
   
   

Editing Customers

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customers
   
3. Under Customers Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
   
4. Update the necessary fields
   
5. Click Save

Deleting Customers

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customer
   
3. Under Customers Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
   
4. Click Yes to Confirm the deletion process
   

Exporting and Importing Customers

Exporting Customers

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customers
   
3. Under Customers Menu, Click Options then Click Export Customer
   
   
   
   • User has an option to change the display and change the account type for precise exporting of records

Importing Account

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Customers
   
3. Under Customers Menu, Click Options then Click Import Customers
   
   
   
4. Download the template provided in the link on Step 1
   
   
   
5. Fill-up the template
   
   
   
6. Import the template then Click Save