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- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items
- Adding Information "On-the-Fly"
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Hiding Entries on Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
Displaying Detailed Customer Information
When entering into a transaction with a customer, you might want to see detailed information about that customer, such as the amount the customer owes you, jobs in progress, informational notes, and pending estimates. This information is readily available and can be accessed while you fill out a customer’s form.
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Open a customer form, such as an invoice (press Ctrl+I). -
Click in the Customer:Job field.
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With your cursor in the Customer:Job field, press Ctrl+L to display your complete Customer:Job list. -
Arrow or scroll down to select the particular customer whose information you want to view. -
View the job information, contact information, and transaction history for the customer or job selected. -
Click the Edit Notes button icon to retrieve or enter informational notes about this customer or related jobs.
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Click OK (or press Esc) to close the Notepad window.
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Click the customer name and then click the QuickReport button to view the details of transactions relating to this customer. -
Press Esc to close the QuickReport. -
Alternatively, click the Show drop-down list to select from a variety of transaction displays. -
Depending on the option you choose in Step 10, there are filtering options available to you for customizing the data. -
Customize the time period to zero in on exactly the results you want.
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Right-click one of the jobs for this customer and select Show Estimates to see a report of the estimates for that particular job.
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Double-click any estimate to see the actual estimate form.
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Press Esc to close each of the windows you displayed. -
Click the Transactions tab in the Customer Center to view a list of transactions for all customers. -
Choose the type of transaction you want to view. -
Click the Filter By drop-down arrow to choose whether you want to see all of the transactions for the type you chose, or particular transactions. For example, you can choose to filter the list by All Estimates or Open Estimates. -
Click the Date field to select a date range for the transactions that appear on the list.
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