Sales Culture > Customer
Update Customer Info
Posted by i3Teamworks Admin on 23 Feb 2018 3:51pm

To view and update Customer details, follow below simple steps:

1. From your Main Dashboard, tap on SALES  and click Customer

2. Search by specific Customer Name and click Search button. (Not necessary to type in full name of your customer)

3. Click on Company Name to view details

4. At Customer Detail page, click on  button

Tips

  • At Customer Detail Page, you can view other information realated to this Customer by clicking on the Functional button on top of it such as Contact/Branch/Subsidiary/Notes...

Below are some tips how you can use the Filters for better search result.

a) To List All customer - Do not change any filter selection. Just Click Search button.

b) To List by specific category, choose any of the option and click Search button

  • By Customer Status
  • By Owner (Assign To)
  • By Account Code (Applicable for subscription to Accounting Module)
  • By Customer Category. Learn how to set Customer Category
  • By Selected Date (When Customer data is entered into i3TW database)

c) Search by specific Customer Name (Do not change any filter selection). Type in the keyword and click Search button