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Eque2 Customers-Navigation-and-Overview

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45 views2 pages

Eque2 Customers-Navigation-and-Overview

Uploaded by

powderajp
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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To access the latest online version of this article and other articles, click Help then Eque2 Knowledge

Base or open online Knowledgebase within your Eque2 software. Alternatively, for Evision,
Housebuilding and Miracle users please visit eque2.knowledgeowl.com (https://eque2.knowledgeowl.com/help)

Customers - Navigation and Overview


Last Modified on 30/06/2021 11:42 am BST

The Customers module shows a list of client information that can be used in Construct. Clients can be
loaded from Sage, created in Construct and have their details amended in the screen.

The main list shows key information about each Client record:

The buttons along the bottom of the list provide the following functions:

New Search - filter your list by typing in a search value. This will only show customers that match your
search terms. The currently applied search is show next to "Search value".
Clear Search - removes the currently applied search value.
Active / Show All - this button will toggle your list to show only active customers (i.e. customers that
are not marked as inactive) or all customers. The text on the button represents what it will do if you
click it.
Refresh - refreshes the list to ensure the information is up to date.
Attachments - opens a folder in your shared Construct directory where you can store any files
relating to the highlighted customer.
Goto Page - if your customer list covers multiple pages in Construct you can use this to quickly jump
to a page.
Previous / Next - go to the previous or next page in your customer list. The current page is show in
the lower right of the customer screen.

Toolbar Buttons

Load Customers
Synchronise customers from Sage into Eque2 Construct. This will create new customer
accounts (that have been setup in Sage and do not yet exist in Construct) and update existing
accounts with any changes.

Maintain
Used to edit customers in the list.
Highlight an existing customer and select maintain to edit the existing record.
Can also be used to create a new Customer directly in Construct. See the following article for
more information - Creating new Customer Records (https://eque2.knowledgeowl.com/help/creating-new-
customer-records)

Quick Order
Used to create a new Contract. This has the exact same functionality as in 'Contracts > Quick
Order'

Reports

Note: Only used when using Sage Report Designer.

View a list of reports for the Customer module.

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