fmCustomers - Basic operations
To perform the basic operations like add, edit, delete customers you can use Customers toolbar or use any of customers context menu.
Most frequently used option at the Customers section is Edit Customer - .
You can call Edit Customer dialog by double-clicking on ones' record or pressing the corresponding icon on the toolbar. The same form also appears, when you press 'Add New' icon.
"Edit Selected Customer"
window displays required and most important information about the customer: Password, Associate to Website, First Name, Last Name, Email, Customer Group, addresses, telephone etc.
allows forces customers list update. It is useful when you're changing connection or have any doubts like is the latest data displayed.
- calls blank 'Edit Customer form', which is used to create a new product.
You can "Delete Customer"
from your store with the help of an appropriate button . Delete customer(s) option is available on the toolbar or customer context menu.
Highlight necessary customer(s) and resort to it to delist customer and information referred to them. The dialog box that appears asks your confirmation to remove the record.
In the event that you need to derive a list of customers for further processing, you are able to export customer data to Excel / HTML/XML/ TXT / CSV files. Corresponding options are available on customer toolbar.
Just select customers you have to export, press corresponding icon "Export Grid" and indicate where exactly this file will be saved.
- sort customers using column headings:
"Adjust columns width" - use this option to adjust columns:
'Addons' option serves for transferring the selected customers and their details to the QuickBooks addon directly from the Customers section.
You can use the top toolbar or the context menu as well to launch the Export Addon's Wizard.
By eMagicOne Inc.