How to Add/Edit Customer Information
 

There is two ways to access the add/edit customer information.  First you can go to the file menu and click on add/edit customer or just press the F4 button.  The customer names can be sorted three different ways, by clicking the tabs on the screen.  First you can sort by last name, just type the first letter of the last name and so on to bring up the name you are looking for.  Next is the customer number tab.  This tab put the customers in chronological order by the customer id number.  The last tab is the phone numbers; the customers without a phone number will be first and then so on.  To add a new customer you can either press the insert key or just click the add customer icon.  This will bring up a screen with four tabs.  The first tab is the one you use to add a customer.  The first field is the FIRST name of the customer, last name, address, city, state, zip code, phone, email, and date added.  Use enter or tab to move through the fields.  The second tab on the screen is the notes tab. You can use this tab for all the notes or important information that needs to be recorded about that person.  The account tab will show you all accounts that customer has and last the payment tab will show all payment made by that customer since they were added. After entering all the information, you need to save the information.  You can do this two ways, first by selecting the save icon or second by just pressing the alt key and s together.  To edit a customer’s information first pull up the add/edit customer screen by one of the ways shown earlier.  You can type the first couple of letters of the last name to bring up the customer and by double clicking the name you can open the screen with all their information.  The tabs are the same as when adding a customer.  You can enter or tab down to the field that needs to be changed or updated.  The notes tab will show you all notes that has been added about that customer, the accounts tab will show all accounts that customer has paid on, along with all the account numbers for that person.  The payment tab will show all payments made by that customer, including the dates and amount paid.  You can also add a new account to the customer from the account tab.  The payment tab also offers the options of making a payment from that screen.  Click the add payment icon on the bottom of the screen.  This will bring up the add payment screen, but with all the customer information already added, so the only thing to do on this screen is input the biller information, save, and print.