Customer – Users can enter a customer code if known or click to search.

Audit Trail – Allows users to view the Audit Trail for the selected customer.

Navigates users to the Quick Attach File to Debtors Account screen. Please refer to Quick Attach Files to Debtor Account for more information.

Exit (F4) - Closes the Global Customer Enquiry screen.

Back (F3) - Exits out of the selected customer allowing users to select a different customer.

Notes & Attachments - Allows users to add/or view any Notes & Attachments that may be attached to the customer. Please refer to Debtor Notes & Attachments for more information.

Jump To (F8) - - (The options available in the Jump To button will be determined by userss access).

1. Enter Sales Order/Quote - Navigates users to Sales Order/Quote Entry & Maintenance to enter a new sales order or quote.

2. New Service Job - Navigates users to Service Job Entry/Maintenance to enter a new service job.

3. Enter Direct Sales Invoice - Navigates users to Sales Invoice/Credit Entry & Maintenance to enter a new Sales Invoice.

4. Enter Direct Sales Credit - Navigates users to Sales Invoice/Credit Entry & Maintenance to enter a new Sales Credit.

5. Enter NCN/CAR - Navigates users to Non-Conformance/CAR Entry & Maintenance to enter a new NCN/CAR.

6. Customer Maintenance - Navigates users to Customer Masterfile Maintenance to edit the customer.

7. Debtors Posting - Navigates users to Cash Receipts & Debtor Posting to apply credits or post debtor receipts.

8. Enter Debtors Journal - Navigates users to Debtors Journal Entry to enter a debtors journal.

9. Enter POS Payment/Refund - Navigates users to POS Payment/Refund to enter a payment or refund for the customer.

A. Customer/Product Details - Navigates users to Customer/Product Information.

C. CRM Customers - Navigates users to the Contact Relationship Manager screen for the selected customer. Note: This screen operates independently of the main CRM screen and will only display the customer it was originated from. (Not available in BBSCloud Lite).

O. Office Brands Integration -

1.Register Customer on WebX - Allows users to register a customer on WebX. Please refer to Registering Customers Online for more information.

2.Upload Contract Pricing - Allows users to upload contract pricing for the selected customer to their login on your website. Please refer to Uploading Contract Pricing for more information.

3.Upload Favourites List - Allows users to upload a favourites list for the selected customer to their login on your website. Please refer to Uploading Favourites Lists for more information.

T. Double-T Integration -

1.Create Customer/User Login - Allows users to create and upload a customer/user login for the selected customer. Please refer to Create Customer/User Logins for more information.

2.Upload Contract Pricing - Allows users to upload contract pricing for the selected customer. Please refer to Uploading Contracts for more information.

3.Upload Favourites Lists - Allows users to upload favourites lists for the selected customer. Please refer to Uploading Favourites for more information.

4.Upload Show/Hide List - Allows users to upload the show/hide list for the selected customer.

5.Upload User Data - Allows users to upload user data for the selected customer.

6.Edit Customer Category Filter - Allows users to edit the customer category filter for the selected customer. Please refer to Double-T Customer Category Filter Maintenance for more information.

7.Edit Customer Product Filter - Allows users to edit the customer product filter for the selected customer. Please refer to Double-T Product Filter Maintenance for more information.