You have virtually instant access to customer data through a variety of search methods, including Contact, Organization Name, Address, Phone Number and a partial string.

How do I add a customer?

 

Adding a customer requires a user to have security access to the Master Customer Table.

Use the Main Menu Browse > Add, Edit or Delete Customers and the Master Customer Table will open. Click on the Add Customer button.

 

 

How do I delete a customer?

Deleting a customer requires a user to have security access to the Master Customer Table.

Select or highlight the customer record that you wish to delete. Click on the Delete button.

Active Service Orders TAB

The Customer Contacts and Memorized Settings TAB

 

 

QB Customer Fields TAB

 

 

User Defined Field Labels

 

Equipment TAB

 

 

Customer Premises Equipment (CPE) Entry & Migration

Page url: http://www.sword-field-service-software.com?customer_master_data.htm