Customer Table

Overview

The Customer Table component displays a sortable list of your customers and their details.

Above the table are the following icons:

Select Current View Allows you to change the View that is currently in use by the table
Toggle View Editor Panel Shows/hides the View Editor Panel
Create Customer – create a new customer
Delete Customer – hides the currently selected customer(s) from view (use the default filter drop-down menu option from the Filter Selector to show all deleted customers again – where you can also undelete them if you wish)
Show/Hide Chart – displays and hides the chart for the currently selected view
Export as CSV File - opens a filer window so you can export the current table in a format suitable for loading into a spreadsheet (i.e. Comma Separated Values)

By default, Customer Table displays the following columns:

Name - Displays the Customer’s name
Credit Current - Total unpaid transactions which are not yet due
Period 1 - Shows the amount outstanding for Period 1
Period 2 - Shows the amount outstanding for Period 2
Period 3 - Shows the amount outstanding for Period 3
Credit Total - Shows the total owed by the customer
Credit limit - shows the credit limit for the customer
Show Customer - Double clicking this icon takes you to the customer’s entry in the Customer Records Component
Address - The entry’s address
Postcode - The entry’s postcode
Country - The customer’s Country of address
Contact Email - The contact’s email address

Below is a list of columns that are hidden by default but are available to be added:

Account From - An account entered here will automatically be entered in any transaction/quotation for this customer
Account To - An account entered here will automatically be entered in any transaction/quotation for this customer
Contact Fax - The contact’s fax number
Contact Mobile - The contact’s mobile phone number
Contact Name - The contact’s name
Contact Phone - The contact’s telephone number
Contact Position - The contact’s job (eg. sales, purchasing, admin etc.)
Credit Left - Shows how much credit the customer has remaining
Deleted - Check this box to delete (hide) the selected entry
Import ID - If the transaction has been imported, this details the source document and time/date of import
Notes - Enter any notes about the selected entry here
Other Lookup - Displays an extra search ‘Lookup’ for the customer (in Customer Records)
Reference – a reference value for the current transaction/entry
VAT Number - The entry’s VAT Number