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Chapter 3
CUSTOMERS
By clicking on the Customers top menu, you will be able to view all your customers
and their details. By clicking on a customer in the context window the customer is
magnified and the details of their organisation will be shown.
VIEW EXISTING CUSTOMER
If you click on the Customer Top menu, the context window will automatically display
a list of all existing customers. To view a specific customer click on the customer's
name, this will pop up a window with all their contact details as well as a photo or
logo if it has been uploaded. To close the pop up click on the close button on the
bottom left side of the pop up.
EXPORT DATA
If you click on the Customer Top menu, the context window will display a number of
options, which you can choose from.
Customer mailing list export - This option will export your customers’ name
and postal address.
Customer phone export - This option will export your customers’ name, phone
number, fax number and cellular number.
All Customer export - This option will export all your customers’ information
that is recorded in the website
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