Everything you need to configure a customer record

All the information you need on your Customers

28 articles

Next Generation - Access the action panel from a customerAn overview of the Action Panel, explaining how to access it from enquiry screens, navigate to different areas of the system, and detailing the Actions, Notes, and Documents tabs available…
Next Generation - Add a new credit control note for a customerA guide to adding credit control notes to an existing customer record via the Credit Control Notes tab.
Next Generation - Add multiple addresses for a customerA guide to managing customer addresses, covering how to add new addresses and set invoice, statement, delivery, and default delivery address types.
Next Generation - Configure sort keys on the details tab for customersA guide to creating and managing sort keys on customer records, enabling more flexible searching and reporting.
Next Generation - Create, edit, and delete tasks and notes for customersA guide to creating, editing, and deleting tasks and notes against customer records using the Action Panel.
Next Generation - Create a currency customerA guide to creating a currency customer, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency customers.
Next Generation - Create a customer recordA step-by-step guide to creating a new customer record, including an overview of the Details, Terms, Settings, and Custom tabs.
Next Generation - Create an any currency customerA guide to setting up an any currency customer in Dimensions Cloud, covering the steps for Home, EU, and Non-EU VAT types.
Next Generation - Create new and edit existing term templatesA guide to managing customer terms templates, covering how to edit the standard template, duplicate an existing template, and create a new one.
Next Generation - Customer Turnover Analysis explainedAn overview of the Turnover Analysis tab on a customer record, explaining how period values are calculated and how to filter the Sales Transactions enquiry to match the turnover figures.
Next Generation - Customise the displayed columns for the customer record listA guide to customising the columns on the Customer Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
Next Generation - Delete customer recordsA guide to deleting one or more unused customer records, including the restriction that prevents deletion if the customer has been used in a transaction.
Next Generation - Due date and receipt date calculation for the sales ledgerAn explanation of how due dates and anticipated receipt dates are calculated on sales invoices and credit notes, including the available due days methods and how manual amendments affect the…
Next Generation - Edit a customer recordA guide to editing an existing customer record by accessing it via the Code or Name hyperlink and updating the relevant fields.
Next Generation - Populate the Custom tab for a customer recordA guide to populating the Custom tab on a customer record, covering the four custom field groups and how to add or update custom fields for new and existing customers
Next Generation - Populate the details tab for a customer recordA guide to completing the Details tab when creating or editing a customer record, covering the Summary, Preferred Contact Details, and Sort Keys sections.
Next Generation - Populate the Settings Tab for a customer record
Next Generation - Populate the terms tab for a customer record
Next Generation - Search for a customer recordA guide to the different ways to search for customer records, covering column filters, the quick search field, and the Advanced Filter panel.
Next Generation - Set a customer to be head officeA guide to setting up a head office account, enabling a group of customers to place orders independently whilst being invoiced through a single head office customer record.
Next Generation - Set a customer to be inactiveA guide to setting a customer record as inactive, including the conditions that must be met before a customer can be deactivated.
Next Generation - Settlement discount for customers in Debtors or sales ledger explainedA guide to setting up settlement discounts on customer records, explaining the discount fields, validation rules, and how prompt payment discounts are applied to sales invoices.
Next Generation - Set up a customer and supplier relationshipA guide to setting up a contra relationship between a customer and supplier record, allowing outstanding balances to be offset against each other.
Next Generation - Set up a head office and sub office relationshipA guide to setting up a head office account, enabling a group of customers to place orders independently whilst being invoiced through a single head office customer record.
Next Generation - Set up extra custom fields for your customerA guide to setting up additional custom fields for customer records in the System module, covering the available field types and how to make them compulsory.
Next Generation - The Customer Records screenAn overview of the Customer Records screen, covering how to navigate, search, filter, and access customer data and related transactions.
Next Generation - View, upload, download, preview, and delete documents for a customerA guide to managing documents against a customer record, covering how to upload, view, preview, download, and delete documents from the Documents tab.
Next Generation - View your customers transactions or enquiriesA guide on how to view your customer's transactions without leaving the customer record.