The Customer List is a central hub for managing all your customer information. It allows you to efficiently organize customer details and quickly add them to documents as needed.

Toolbar Functions

The toolbar at the top provides the following key functions for managing your customer data:

• New: Create a new customer entry.
• Edit: Modify the details of a selected customer.
• Delete: Permanently remove a selected customer.
• Import: Upload customer data from an XLS file.
• Export: Download your entire customer list into an XLS file.
• Category: Define and manage different categories for your customers.

Search and Sorting

To quickly find a customer, use the search box located on the right-hand side. The customer data is displayed in a table format. You can sort the information by any column simply by clicking on the table’s header.

Editing a Customer

The image below illustrates the process of editing an existing customer’s information within the list.