Customer database - Overview

 

Database for customer information

 

For quotes and orders the program includes a database to store customer details (company name, address, invoice details, credit notes, analysis codes ...). At the main screen:-

 

 Select: Libraries - Customer database

or

Select the Toolbar option

 

 

The database includes name, invoice address, delivery addresses, contact, telephone number and so on. There is a record for each customer and each customer record contains several fields.

 

To access the library at the Quotes / Orders screen:-

 

 Select: Options - Customer Database (or select from the toolbar)

 

 

Notes

 

- The library is an Access MDB file and can be backed up by the program Backup option at the Main screen.

 

 

See also