Customer List

Selecting the Customer list

Select the Customer option From the Tool Bar, file menu or shortcut key Ctrl+2

You will now see the customer list. A customer can be selected to view or edit by simply selecting ‘Open’ form the tool strip menu or double click the Customer in the list. 

Multiple customer import File

Multiple customer details can be added using a simple comma separated values file. The file layout should be as follows:

CustomerName, Manager, Phone, Mobile, Email, Fax, Web, SLA_ID, GroupID, Notes, Address1, Address2, Address3, Address4, Address5, Custom1, Custom2, Custom3, Custom4, Custom5, Custom6, Custom7, Custom8, Custom9, Custom10, Custom11, Custom12, Custom13, Custom14, Custom15, Custom16, Custom17, Custom18, Custom19, Custom20, ContactName, ContactPhone, ContactMobile, ContactEmail

It is possible to add empty records for all the fields above so if you don’t have data for a field on a particular customer this field can be blank.

Once the file has been created you are now ready to import your customer details into SBS.

It is strongly recommended that you carry out a database back up before importing new customers to do this select Backup Database from the tools menu option.

Browse to your customer file and select open. All customers in the import file will now be added and available in the Customers Tab.

Using the Filter Box

When you enter text into the filter box, any fields that match it will cause the entire customer to be shown. For this example I have entered ‘55’, which has been matched ‘Address5’ and ‘Phone’ on customer 000001 whereas it has only matched ‘Phone’ on customer 000002. You will now see an additional set of buttons appear below customer toolbar. This toolbar has several buttons, which reflect the matches and can be used to filter the list even further.

For this example, we are looking for a customer which address matches ‘55’ so we then click on the ‘Address5’ button to show only customers that match ‘55’ in there ‘Address5’ field. As you can customer 000001 is the only one in the list now.