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With this form you may search by customer number, last name or first name. Searches may be done on the name field using any number of characters.
If entering a new customer, select the New
button and enter the appropriate information. A quote number will automatically be assigned to the project based on the starting Job Number you assigned during the installation process. At this point, just enter the customers last name and first name.
If you want to see a listing of all customers, select the Search button. Another option is to
use the Most Recently Used (MRU) function that can be found under the Customer menu. This will provide a list of the last 10 customer files you accessed.
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