Customer List (List Selection)

Menu Path: None

To use Customer List, click the List button in CRM Task Management.

Purpose

Select multiple customers for a report or rule.

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

Button	Description
Exit	Click this button to close the Customer List window.

Field or Button	Description
Customer Code	Enter a customer you want to select, or click the Lookup button to select a customer.
Add	Click this button to add the customer entered in the Customer Code field to the Selected Customers grid.
Customer Code Begins	Enter the beginning of a customer you want to display in the Available Customers grid, or click the Lookup button to select a customer.
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.
	Click this button to add the selected customer to the Selected Customers grid.
	Click this button to add all customers in the Available Customers grid to the Selected Customers grid.
	Click this button to remove the selected customer from the Selected Customers grid.
	Click this button to remove all customers 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.