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Customers Manager

This feature organizes the entry and storage of all the customers for whom project estimates are created. Before a project can be started for a customer, first he/she must be entered into the database through this feature.

Feature

Function

1 Customer Name List

This displays a list of all the customers currently stored in the program database.

2 Customer Project List

This displays a list of all the customer's projects for which an estimate has been created.

3 Customer Notes

Here you may enter any general notes about the customer or his/her respective project(s).

4 Customer Data

This region stores contact information for the customer such as address, phone numbers, and email addresses.

In This Section

Basic Operations