Viewing a customer
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Prerequisites
- Access to the View > Customer (CT002) menu.
- Created customer.
Introduction
The View menu is used to search for existing customers, apply specific filters, and generate analyses and reports.
See below how to view a customer:
Viewing a customer
1. Access the View > Customer (CT002) menu.
2. In the Select type field, filter customers by category or company type.
3. In the Quick search field, it is possible to insert the customer's name.
4. Use the advanced filters through the 
button to filter customer-specific data.
5. Select the desired record and click on the 
button to view the customer's data.
To find a customer that is no longer active, simply select the General option in the Advanced filters section and, in the Status field, select Inactive.
Conclusion
Thus, customer records can be easily viewed.