Overview

Maintain Customers gives you access to your customer database, where you can add and configure customer entries and address information.

Manage Customers

On the Maintain Customers page, click the Add Customer button to launch a dialog where you can enter a new Customer.

If you want to edit an existing Customer entry, select the Edit button in its row.

 

The main window shows you the list of available Customers and their associated information. Click on the column headings to rearrange the columns or change the sort order (ascending/descending).

Search Customers

Add filters or type directly into the Search field to find specific Customers. The first column defines the Search field criteria. To change the Search field, you can drag a column to the first position.

To create a more advanced search based on shipment fields, you can build a query that can be saved and reused in Maintain > Customers. See Queries for more information.


See also

How to Import Data