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:
  • Print company customer information.
  • Attach documents.
  • Delete company customer information.
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.