| Advanced
Precision Estimating Help Files -
Entering
customer data in the Customer View |
Customer
information can be entered into Advanced Precision Estimating
for the purpose of providing a customer with an estimate.
To enter customers follow these steps:
|
|
| 1)
From Advanced Precision Estimating select View, Customers. |
| 2)
Select Actions, Add Record. |
| 3)
In the Customer form, enter new customer information. |
| 4)
When you are finished click the Save button. (Note that in order
for you to save a customer, you must give the customer a first
and a last name). |
| 5)
The customer information will be added to the Customers View
in the main window. |
| 6)
To enter additional customers repeat steps 2-4. |
|
| You
are now ready to enter unit data |
| |
| |
