Editing a customer record
To edit details on the Customers tab, first select the tab as shown in the picture below.
Then select the customer from the list and edit the details.
All edits will be automatically saved.
Customer Name, Contact Name & Alphabetic Ordering
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.
Using the customer and contact name is of particular use when invoicing individuals as opposed to companies.
For example, if you enter the customer name as:
Mr John Evans
Mr Fred Garrett
Mrs Jane Wills
Then all of the customers will be listed under M.
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.