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
Equipment TAB
Customer Premises Equipment (CPE) Entry & Migration