Customer screen

Use the Customer screen to create and maintain customer information. Use the Default Customer screento set default values for new customers.

All customers are available throughout the application. They are not tied to any single company.

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

Note: The Customer screen is a step in the Customer Setup process. The next step can vary:
  • If you have any contracts or price commitments with your customers that are not related to a project, the Customer Pricing Agreement screen is the next step.
  • Otherwise, this is the last step in the process. Continue to the Project Setup process.