The Customers menu item is available not only to administrators, but also to any employee with the Controller or “User with additional rights” role, as well as department managers (when the Locations & Departments module is active).
Administrators can create and edit customers. In addition, department managers can create and edit customers for their own department(s).
Customer Management
Define search criteria for displaying customers in the customer table.
Whenever you change the filter criteria, click Execute to refresh the customer list.
Limit the displayed projects to a specific department (available only if the Sites & Departments module is active).
Limit the displayed customers to a specific category. You can also select multiple categories and optionally apply AND or OR logic.
Limit the displayed customers to a specific industry.
Specify whether inactive customers should also be displayed.
Specify whether the customer manager should be displayed.
You can further narrow your selection by entering a search term. All customers whose customer number or name contains the search term—regardless of capitalization—will be included in the list.
Customer Table
This is a list of customers that match the specified search criteria.
If you click one of the (underlined) letters, the list will be filtered to show only customers matching the current search criteria whose customer number or name begins with that letter. The selected letter is displayed in slightly larger, non-underlined text in the alphabet row. Click All to remove the filter by initial letter.
Configure Table Columns
Click the gear icon under Configure Table Columns to select which columns you want displayed in HTML (browser view) and for export as CSV.
You can customize the column order by clicking and dragging the column handle to the desired position.
Use the Download icon to export the table as a CSV file (according to your settings under Configuration > Table Columns > CSV).
You can sort the customer list by clicking on a column header. Clicking the same header again will reverse the sort order. By default, sorting is done by the short name.
Numbers and most special characters are sorted before the letter A.
German umlauts (ä, ö, ü) are sorted after Z.
Clicking the Customer Number (Cust.No) takes you to the respective customer.
Clicking the Customer Manager takes you to the respective employee’s menu.
Clicking the Contact Person’s Name takes you to the list of contacts for that customer.
