Using the customer name and contact name fields for a customer will allow you to easily find customers in the alphabetical list on the Customers & Statements tab as well as print readable names when invoicing customers.

 

customercontactname

 

If you invoice individuals as opposed to companies it is recommended you enter the customer name in an alphabetic-friendly manner.

 

For example, if you enter customer name as:

 

Mr John Evans

Mr Fred Garrett

Mrs Jane Wills

 

Then all of the customers will be listed under M in the list shown on the Customers & Statements tab.

 

However, if you set the customer names as follows:

 

Evans, John Mr

Garrett, Fred Mr

Wills, Jane Mrs

 

Then they will be listed in a more sensible alphabetic order.

 

Note: By default, SliQ lists the customer name as the first line of the address when printing or emailing invoices, quotes etc. If you entered customer name such as Evans, John Mr, then you should use the contact name instead as the first line of the address field. See Address Field Options for information on how to change the address format.

 

Editing the Title Field

 

SliQ comes with a default set of titles - Mr, Mrs etc. - but you can define more titles by simply entering them into the Title field on the Customers & Statements tab. If you want to delete or edit existing titles, use the List Editor.

 

See Also