HOW TO EDIT CUSTOMER LIST?

User can add new Customer information at any given time.

Click on 'Customer/Payee' menu and the select 'Import Customer' submenu

Then the user will be able to see the 'IMPORT CUSTOMER LIST' window.

Click on [.....] button to import the COSTOMER list file , and select the correct excel file and open.

4.User can import multiple customer entries at one time using the import menu. Create a list of customer entries on an excel file

Using the sample format file located at Support folder (sample customer import.xls)

The Customer list should be entered to the excel file in below format

Click on 'Import' Button

Click on 'Column Mapping' Button to Map the columns with existing database and the excel sheet

Click on 'OK' Button to confirm the Column Mapping

Select the option as share with all company if the user wants to share these Customer details with the other companies

Click on 'INSERT' Button,Then It will prompt the number of customers imported successfully.

Click on 'OK' Button for the confirmation message