Active Customer Viewer: Changing Customers

If you use grid filters (applying criteria within the grid instead of in the lookup panelThe "lookup panel" is described in step 3, where you can click Open Lookup (F8).) to filter your results, please be aware that any changes you make to customers will be applied to ALL customers returned in the grid results, not just the filtered customers. For example, if you list customers from Zip Code 90036, and then apply a grid filter on those with Salesperson=AH and change data, the data will be changed for all customers in Zip Code 90036, not just those with Salesperson AH.

1. Display the Customer Maintenance window.
2. In Favorites, click Active Customer Viewer (Note: you may have to scroll down to see it).

3. Display the customer or list of customers from which you want to make changes. For example, if you want to change some or all customers in a certain zip code, enter the zip code in the Zip Code field, and then press Enter to display customers in that zip code. To use a different lookup method, click  , click the Lookup drop-down list, select from the list of other lookupsAccount Balance
   Customer From/To
   Customer Number
   Jobs by Sort Name
   Sort Name
   Telephone Number, and click .

4. Make the desired changes to the customers displayed in the grid, clicking the desired field(s) and changing the desired information. Notice that a check mark is automatically placed to the left of the customer(s) you are changing.
5. Click Change on the toolbar.

A confirmation message displays for the customer(s) you changed.