About the Customers Page

The Customers page enables users to view and edit customer information.

Customers is an interactive report for tracking customer information. To search for a customer, enter a customer name in the Search field and click Go. To sort by customer name, click the column heading and then select the Up or Down arrow to sort in ascending or descending mode. See "Selecting Columns and Sort Order".

You can change the appearance of the report using the Actions menu. See "Using the Actions Menu". To update existing customer information, click the Edit icon. To add a new customer, click the Create Customer button.