Sales ? Customers lists your Unleashed customers. Search by code, name or email, and click a Customer Code to open the detail (code, name, contact, email).
Adding or editing a customer
With the Customer write permission you can:
- Add Customer from the list - enter code, name, contact, email and tax code.
- Edit from a customer''s detail - the code is fixed; you can change name, contacts, email and tax code.
Saving writes to the live Unleashed account. On edit, only the fields you change are updated - all other Unleashed details on that customer (banking, pricing, addresses, etc.) are preserved.