Customer View

Use the Customer View function to view general information about a customer. To change customer information, use the Customers function on the Setup and Maintenance menu.

Enter any filter criteria into the Data Filter, then click Apply Filter to view the results.

To view details on a customer click on the blue Customer ID link and you will be taken to the detail setup view screen for that customer.

After arranging and sorting the columns how you want to view the interactive view:

• Use the Preview Report button to view a preview of the interactive view as a report. To print the report, click the Print button or to export the report to a PDF, HTML, MHT, RTF, Excel, CSV, Text, or Image File, click the Export Document button.
  
• Use the Export Data button to export and save the data as an HTML, XML, plain text, or Microsoft Excel document.
  Note: Depending on the output type selected, the information may export exactly as it appears on the screen, including column widths and expanded or collapsed grouped entries.
• Use the Views button to save the current parameters set for the interactive view for using at a later time. You can also use the button to select, edit, or delete from the multiple saved views.
• Use the Reset Layout button to reset the column headings and any sorting changes made to the information table.