Customers Tab
Contents
When you click on the Customers tab your entrée customer list is displayed. The customer number and main account information is shown. You can sort the customer file using any of the underlined column headings in ascending or descending order.
▪Click the tools icon
▪Column width can be modified by clicking and dragging the right or left column border in the headings section. |
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to view the drop down menu to add or remove columns from your display. Check the box to add a column and remove the check to delete a column from the grid.
▪Search for a specific customer by typing a word or letters in the Search box. Then select your Search Mode either Match or Contains. Click the search icon 
to get your search results.
▪To add new customers to the list or update existing customer information use Customer File Maintenance in the main entrée system.
Accessing Customer’s Accounts
After selecting your customer from the list in the Customers tab you will want to access their account information.
➢Click the Load Customer icon 
to view that customer’s account information.