To maintain and update customer information, expand the section: Sales on the navigation pane and click on: Customers
To edit or delete and existing customer, you need to open the customer record first by clicking on the Open icon.
Show Hidden Customers
option from the search screen.
The customer maintenance screen has 4 tabs:
On this tab you will update general contact and grouping information.
FastManager allows you to have an unlimited number of contact persons linked to a customer. Each contact person can also have it's own shipping and billing address.
button
which will appear as soon as your cursor enters the relevant cell:
Here you would assign default financial information for your customer.
The contact name and phone number on this tab is what will appear in collection reports.
Here you can enter important notes about a customer.
Open
- simply immediately start typing the name of the Customer you're after. FastManager will drill-down to whatever you type
Show hidden customers
check box and un-hide the customer.
You can print mailing labels from FastManager.
From the “View” menu, select “Customer List”
!!! tip First print a single label, to see what it looks like.
You can then go back and change the X and Y position as well as the font size, until you are satisfied with the way your label looks.
Print Selected Rows Only
then Master Address Only
!!! tip To print multiple labels you can select to print all rows or you can select multiple rows by holding down your SHIFT or CTRL key.
You can export a list of your customers' E-Mail addressess to a CSV spreadsheet.
View
menu, select Customer List
Export
button
File -> Export -> Customer Mailing List