Chapter 3. Customers

Table of Contents

Finding and creating new customer records
Editing a customer record
Customer information view
Related customer information
Roles and relationships

The following describes how customers, persons, companies, and organizations are added and navigated.

Creating and maintaining customer records are the most basic of Spot's functions. Almost all information is linked to customers, so having up to date customer information is essential.

Finding and creating new customer records

One option is to use the search function, the second to use the menu, from the top level menu, click customers and then companies or persons depending on what you want to find. You will get a list of all companies or all persons available in the system. Use the filter function and enter the name or any other field visible in the list to quicker find what you are looking for.

If you don't find what you're looking for and it's a new customer, click Add row or add customer to create a new record.

It's also possible to use the search box in the top right corner to find customers. The search will find several items in the database, but it will first look for customers before going on to other things.