Customers Tab

The Customers tab allows viewing or editing of a customer group and their owner records for autos, boats, and mfdhomes.

Filters

ID - filter by a specific customer ID (CustID)
Owner - filter by owner name following the format Last, First M ; can use * to filter by partial name such as Smith, L*
Company - filter by company name; can use * to filter by partial name such as Bob's Garage and*

Context Menu Options

The context menu can be accessed by right-clicking on a line item or clicking the icon.

Edit ownerautos

Edit ownerboats

Edit ownermfdhomes

View Scan(s) - View scanned documents associated with this customer

View/Edit Customer Flags - View or edit customer group flags