Sales Easy Setup Assistant—Build your customer list

In this step, you can create cards for each of your customers.

Field Descriptions

New

If you want to create a card for a customer, click New.

Edit

If you want to edit a customer’s card, select the customer in the list and click Edit.

Delete

If you want to delete a customer’s card, select the customer in the list and click Delete. If you have recorded transactions for the customer, you will not be able to delete the card.

Import

If you have customer information in a text file, you may be able to import that information into this company file. Click Import to specify the format of the information you want to import and to locate the file.

Tips for this window

Related Topics

■	Importing data

■	Set up sales

■	Creating a customer card

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Lists