The Customer Management program allows you to add, update, delete, and clone Customer Codes for use with the MainTrac module. This program allows you to build a list of your customer base, who can be linked to Work Orders, Calls, and etc…. Additionally, you can use this program to keep a call log of your conversations and correspondences with your customers.
MTCUSTOMERMain_Tab1
Customers (MTCUSTOMERMain_DataGrid)
The Customers DataGrid screen lists all the Customer Codes currently in your database. Scroll up/down to view all the records. Scroll left/right to view the details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Add to continue to the CustomerUpdate screen to create a new Customer Code.
Highlight/select an existing record and click Change to continue to the Customer Update screen to update information for an existing Customer Code.
Highlight/select an existing record and click Delete to remove it from the database.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Location Code.
Click More • Export to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The export creates an XML file which can be viewed/saved from the Document Center.
The export/import process provides an easy way to move records between RecTrac databases if necessary.
Delete