All the necessary information of the potential customers is recorded and tracked on the Customers and Groups section located in the Sales Proposal Management System menu of the Sales and Distribution module.
The buttons located at the bottom of the Customers window and the options and functions in the right mouse button menu of the Customers window are as follows:
| New | Used to generate a new customer record. |
| Update | Used to modify customer information. |
| View | Used to view the customer without making changes. |
| Delete | Used to delete the customer. This option becomes active only when the cards with the passive status are selected. |
| Copy | Used to create a new record by copying the information of the selected record. This button provides fast data entry. |
Database Extensions | Used to display additional information forms defined by the user with Logo Object Design tool. | |
Multiple Delete | Used to delete the selected customers in batch. This option becomes active only when the cards with the Passive status are selected. | |
| Filter | Used to display the records matching the filter conditions specified in the customers List. |
| Contacts | Used to access the contacts list of the selected customer. |
Search | Used to search the customers list for the record of which the code or title is provided. | |
Number of Records | Displays the number of recorded cards. | |
| Record Info | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
Refresh | Used to refresh the customers list. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |
