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Advanced Precision Estimating Help Files - Customers View

The Customers View displays a list of all customers currently entered into Advanced Precision Estimating. The following is a list of tasks that you can perform in the Customers View.

1) Add a Customer – Select Actions, Add Record.
2) Edit a Customer – Select Actions, Edit Record.
3) Delete a Customer – Select Actions, Delete Record.
4) Display or hide additional columns – Select View, Show/Hide Columns.
5) Print a Customer List – Select File/Print Preview.
6) Refresh Customer List – Select View, Refresh.
7) Search – Enter search criteria and click Find.
Click here to find out how to use the customer form.

 

 

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