View Customer Setups screen

To open the View Customer Setups screen, click Customers > Setup > View Customer Setups in the All Tasks pane.

Use the View Customer Setups screen to create a list of customer setup data. Setup data lists are available for the following:
  • Customers

  • Customers-Contacts

  • Customer Pricing Agreements

  • Accounts Receivable Revenue Types

  • Customer Classifications

  • Finance Charges

You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.

Note: The View Customer Setups screen is the last step in the customer setup process. Continue to the project setup process.