The Customer Summary gives you an instant overview of all the Contact details, Accounting details and Transaction history, and is a powerful tool that can be used for instant reporting purposes, as well as real-time CRM. This summary view is displayed in the side-panel for ease of reference. You can open the Customer Summary from all the Customer Transactions as well as from the Customer Age Analysis.

Customer Summary Interface

Navigation

Main Menu > Customers > Customer Summary

Main Menu > Reports > Customer Summary

1. Search - This field allows you to search for a specific Customer. Enter a description and click View (3).
   • If you leave this field blank and simply click on the View button (3), the data grid will populate with all the Customers listed in the Customers Module. Then simply select the desired Customer in the Search tab (more below).
2. Actions - Once you've selected a Customer from the Search tab, click on the Actions button to perform the following Actions:
   • New Quotation - This will create a new Quotation linked to the selected Customer.
   • New Workflow - This will create a new Workflow entry for the Customer. All the Workflow modules that linked to Customers will be listed.
   • New Customer File - This will create a new Customer File entry.
   • View Quotations - This will open the Quotations module, showing all the Pending and Complete Quotations linked to the selected Customer.
   • View Work in Progress - This will open the Sales Order module, showing all the Pending and Active Sales Orders linked to the selected Customer.
   • View Workflows - This will open all the Workflow items linked to the Customer. All the Workflow modules that are linked to Customers will be listed.
   • View Customer File - This will open the Customer File side-panel.

3. View - Once you've clicked on the View button, the following tabs will become available:

1. Search (see below)
2. Detail
3. Account
4. Transactions