Customer List

The Customer List serves as a central storage for all customer information. Users can efficiently manage customer details and easily load customer information directly from the Customer List when preparing documents.

The Tool Bar provides the following functions:

• New – Add a new customer.
• Edit – Modify the information of the selected customer.
• Delete – Remove the selected customer.
• Import – Import customers from an XLS file.
• Export – Export the customer list to an XLS file.
• Category – Define categories for customers.

A search box is located on the right-hand side to facilitate quick searching and locating specific customers.

Customers are displayed in a table format. Users can click on the table headers to sort the information in the table based on the selected column. 

Below is a screenshot illustrating the process of editing a customer.