Customize Your Customer Management
There are enough new features in the 2010 Peachtree line to warrant an upgrade, especially if you’re a version or two behind. One of these is the new Customer Management Center, available in Peachtree Complete and higher. This screen offers an easy way to manage all of your customer information in one place.To get there, click on Customers & Sales in the Navigation Bar, and then click on the Customer Management tab. Four mini-spreadsheets open, displaying, for example, Sales Invoices, Receipts, and Credit Memos (a fourth lists totals). To see it in action, click the arrow next to Customer ID, and select a customer from the drop-down list. You can change the date range to get another view by clicking the arrow in the box next to Date Range.
Click Customize this page in the narrow horizontal gray band near the top of the screen. This window opens:
Customizing the Customer Management Center is easy. You simply select entries from the left side and click Add, or choose from the list on the left and click Remove to delete.
To add items from the left to your customer display, you simply select them and click Add. If you want to remove any of them, highlight them and click Remove. Then click OK. When you return to the main screen, you’ll find your newly configured layout in place.
Complete Customization
You’ll find additional customization all through Peachtree, things like custom fields and customizable forms and reports. But to get the most out of Peachtree’s modification tools, it’s a good idea to have us help you. We can help you implement the changes that make the most sense to your business, and make Peachtree your own, saving you a lot of time and effort.
Tags: Peachtree