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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.
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.
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
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