Client Management Customer Explorer Customer Structure Functions
Functions available within the Customer Structure include viewing, adding, editing and deleting existing data along with generation of certain customer reports. When clicking on some Customer Structure tree options, a right-click will display a list of additional options. Where right-click options exist, they will be described as a part of the customer tree function.
Follow the links for descriptions each function available within the Customer Structure starting at the top of the Customer Tree and working down to the lowest level of the tree:
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Customer Name Customer Information Payment Options Bill To Sites Systems