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Use the Main tab to enter general information about the customer, including ID, name, and contact information.

Choose Customers screen. The application displays the Main tab by default.

Note: The vertical green line next to the Inactive reason, City, County, ZIP, and Country fields indicate that they are custom fieldviews. Custom fieldviews enable you to define the items that are included in the drop-down list for those fields. Enter text in a custom fieldview and Press CTRL+S to save that entry to the list. Or press CTRL+W in any custom fieldview to open the Custom Fieldview Editor.

Fields & buttons

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Related topics

Setting up accounts receivable customers

Entering customer payments

Managing customer payments

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