The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this.
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
Customer / Vendor Central Customer / Vendor Central is the place for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed ...
Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...
Formatting Companies list items You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red. To format items on the right side: Click More Actions menu on ...