When you open Customer Accounts, the following screen is displayed.
The screen has the following options:
- Customer Name - Enter a customer name or a portion of a customer name to search for.
- Customer Number - Enter a customer number to search for.
- Find Customers - Searches for customers meeting criteria you entered.
- Available Customers - Lists customers available to be assigned to contact.
- Add>> - Highlight customer in Available Customers list and press Add>> to assign to current contact.
- Remove - Highlight customer in Current User's Customers list and press Remove to place customer on available customer list and remove from contact.
- Current User's Customers - Displays the customers currently assigned to contact.