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Creating Your Own
Customer Database
You can add all your customer to the built-in database,
allowing you to instantly enter their details into a quote.
The notes box can be
used to enter any details
about your customer. As
you enter more text the
notes window scrolls to
allow you to type in
more information
The
and
are shown here
Customer Name
Contact
To search through your customer
list type the company name here
You can delete
a customer by
clicking here
You can add a
new entry by
clicking here
To build up a multiple
list of customers to
click here.
send your Quote to
Click here to repair
the list if it seems
to be corrupt
To import or export a
customer list from
Excel click here. This
will take you to the
screen shown below
Click here to choose the
Excel file to import from
To import all the contacts
from the selected
customer list click here
Click here to import only
the highlighted contacts
from the selected
customer list
