• This screen provides an overview of the customer without the module to change. Here are just a customer display, which were defined in the CRM module as customers. It is also possible to adjust accounting data.


Functions:


Functions from left to right:

  1. Save Changes
  2. Acquire new customers
  3. customers delete
  4. Resotre Column widths


Acquire new customers:

  • To capture a new customer, the address must be entered in the CRM. Here is the link, the customer is created


  • As the first the address must be selected for the new Debtor. This happens with Help of the selection tick alongside the main address. It appears an auxiliary table for selection the address. After this all further details for the customer are captured.