Customer Structure Functions Overview

Functions available within the Customer Structure include viewing, adding, editing, and deleting existing data along with the ability to generate certain customer reports.  Some Customer Structure tree options offer additional options when right-clicking on that item.  Where right-click options exist, they will be described as a part of the customer tree option topic.

Follow the links below for descriptions of each function available within the Customer Structure starting at the top of the Customer Tree and working down to the lowest level of the tree.

Customer Name

Customer Information 

Payment Options

Bill To

Billing Contacts          

Sites

Systems