Accessing the Screen

From the dashboard, click anywhere (other than the links at the bottom or the 3 dots in the upper right hand corner) on the Customers app tile. You can also open the screen by clicking on the Open link on the Customers app tile.

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Screen Options

1. Filter Views- Filter views allow you to quickly view a specific group of Customers/Lead. The default filter view is "Active Customers & Leads." 
2. Select Row- Clicking a row will take you to the Edit Customer screen for the selected row.
3. New Proposal- Click to go to the New Customer screen.
4. Settings- Show or hide columns in the grid.
5. Download- Download the records in the grid to an Excel file.
6. Search- Search for records in the grid. The search will look for a match in any of the visible fields. The search field DOES NOT override the filter view (1.).
7. Advanced Search- Search for records in the grid. Can specify which field you would like to search and allows searching multiple fields.