Company Customers Fields
This section describes the fields and actions on the Company Customers workspace.
Card Part Actions
Button | Description |
---|---|
+ New Company Customer | |
Click to display the list view. | |
Click to refresh data in the current workspace. | |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
Other Actions | Click this drop-down and select on the following actions:
|
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
Click this icon to maximize the table view. | |
Click this icon to open the Customize Columns window. |
- Related Topics:
- Information Tab
This section includes fields and descriptions for the Information tab of the Company Customer workspace. - Jobs Tab
This section includes fields and descriptions for the Jobs tab of the Company Customer workspace. - Subscription Orders Tab
This section includes fields and descriptions for the Subscription tab of the Company Customer workspace. - Entries Tab
This section includes fields and descriptions for the Entries tab of the Company Customer workspace. - Invoices Tab
This section includes fields and descriptions for the Invoices tab of the Company Customer workspace. - Reminder Letters Tab
This section includes fields and descriptions for the Reminder Letters tab of the Company Customer workspace. - Interest Charge Notices Tab
This section includes fields and descriptions for the Interest Charge Notices tab of the Company Customer workspace. - Documents Tab
This section includes fields and descriptions for the Documents tab of the Company Customer workspace. - Open Entry Statement Tab
This section includes fields and descriptions for the Open Entry Statement tab of the Company Customer workspace. - Periodic Statement Tab
This section includes fields and descriptions for the Periodic Statement tab of the Company Customer workspace.
Parent Topic: Company Customers