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Location: File  Customer
Prerequisites:
▪Company type (SE Administration). |
Optional:
▪Document (SE Document) |
Overview:
Customers are understood as the people or organizations that will pay for the product, service, or result of nonproject tasks. Use this menu to create all the customer organizations that may be associated with the nonproject tasks.
Specific buttons:
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Click on this button, to add a new customer or associate an existing customer from another SE Suite component. For further information on this operation, see the Creating a customer section.
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Click on this button to edit the customer selected in the list of records.
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Click on this button to delete the customer selected in the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
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Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel.
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Use the "Search filters" to easily retrieve records based on specific information.
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