Customer Financial Management

This is the window where you will manage all your customers and related information. You can choose to enter customers straight into the Customer Management, or funnel them through Prospect Management to capture more information.

At any point of viewing this grid, you can [Print] or [Export] your data from this grid by clicking on the respective buttons at the bottom of the window.

Double-click to open a customer’s information window, or click the [+New] button to add a new customer. The instructions below are the same for adding or editing a customer.

This is a customer window: