Customer List

Menu Path: None

To use Customer List, click the List button in one of the following windows:

Purpose

Select multiple customers for a report or rule.

Overview

Use Customer List to select multiple customers for filtering. For more information on customers, see Customer Maintenance.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer List window.

General Tab Fields and Buttons

Field or Button

Description

Available Customers

This grid displays customers that are not selected. Double-click a customer you want to select, or select a customer, and then click the right arrow button.

Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.

Click this button to add the selected customer to the Selected Customers grid.

Click this button to remove the selected customer from the Selected Customers grid.

Selected Customers

This grid displays selected customers. Double-click a customer to remove it from the grid, or select a customer, and then click the left arrow button.

Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.