View All Customers Page
Page Summary
This page lists all your customers. From this page:
1. You can create a new customer
2. Import Customer option to import customer’s from a CSV file.
3. Export the customers.
4. Customize the view
Using the action icons, you can complete the following:
1. Create New Job
2. View Job History
3. Add Task
4. Add Appointment
If you click on a customer, you can also see the Contact Info, Notes and User Fields.
From these tabs, you can:
1. Add new contact
2. Add new notes
3. Update User Fields
To view a customer profile, double click on the customer name.
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