Customer Information

Top  Previous  Next

The top section of the Customer Database interface contains a list of all the customers in the current database.  This list is sorted ascending by Last Name.  If you wanted to sort the list by Company, simple click the Company heading.  To sort the list by Company descending, simply click the Company heading a second time.

 

clip0015

 

 

 

 

 

 

Modifying Customer Information

 

To modify customer information, select the customer you wish to modify from the list by clicking on it.  The customer information will then be transferred to the bottom section of the Customer Database interface, allowing you to change any of the information.

 

Once you have made the appropriate changes, press the Modify button.

clip0025

 

 

 

Duplicating Customer Information

 

To duplicate customer from the database, simply select the customer from the customer list by Single Right Clicking on it.  This will copy the customer information down into the input fields allowing you to add new customers that are similar to existing customers but only need a few fields changed.

 

 

 

 

Deleting Customer Information

 

To delete a customer from the database, simply select the customer from the customer list by Double Right Clicking on it.  You will be asked to confirm the deletion process.

 

 

 

 

Adding Customer Notes

 

Special Notes can be added to any Customer in the ArmTracker Database.  Simply Double Left Click on the selected Customer and a Notes Dialog will appear.  Enter your notes and press the OK button to save it.

 

clip0066