Add Customer

Customer Search

Go to Customer > Customer Search. Use the drop down box to find a customer by Name, ID, Organisation, Address, City, State, Email, Phone, or Mobile.

Customers Home

Go to Customers > Customers Home for your list of customers. Customer details can be edited and deleted on the screen. Every customer is automatically allocated an ID number when they first created in the system.

Export Customers

Go to Customers > Export Customers. This screen enables you to create an excel spreadsheet of your customers details to export.

Settings

Go to Customer > Settings. Tick the box to automatically update customer details, when they are modified at the event details level.