The Setup tab contains information pertaining to the customer's account, such as the billing address, credit terms, default settings, and notes. Information is contained within the tabs displayed at the bottom of the window. Different tabs may display depending upon your system settings and companion products. For more information regarding the tabs and fields, click on a tab above.
Create and Run Custom Reports
Use the Report button in the bottom left corner of the Customer Master window to run custom reports on your customer accounts. These reports can be printed, faxed, emailed, viewed on screen, or exported to Excel. For more information and instructions, see the Customer Reports page.
Print Customer Mailing Labels
Use the Labels button in the bottom left corner of the Customer Master window to print mailing address information on label paper. Labels can be printed from a compatible laser printer on label paper purchased from an office supply store. For more information and instructions, see the Customer Labels page.
Permission to view, edit, and report on customer information may be restricted by user through the Access Levels screen.