How to add or edit a customer

EQ has a Customer List for saving all of your customer details such as name, address, telephone numbers and more. All documents you create are saved back to your customer.

Add a Customer

1. Click the Customer List icon on the top toolbar
   
   
   
   
2. Click the Add button in the centre of the list
   
   
   
   
3. Click into each field and type the details for your customer.
   Most contact details are all within the General tab with more advanced options on other tabs.
   Depending on your options, some fields may be mandatory, so you must complete them before you can save.
   
   
4. Once you have sufficient details entered, click Update which saves your customer.
   
   A saved customer is now accessible in your Customer List. Names are sorted alphabetically. If a company name is specified, this will display over the surname and first name.
   
   

Edit a Customer

1. Click the Customer List icon on the top toolbar
   
   
   
   
2. Use the search box at the top left, or scroll down the list to find your customer.
   
   
3. Click on the customer in the list and then click the General tab.
   
   
4. Click the Edit button in the centre of the screen. All of the fields are now editable so you can overtype or select any data, or add new data.
   
   
   
   
5. Once you have sufficient details entered, click Update which saves your customer.
   
   
   
   If you have made changes you do not want to keep, click Abort instead.

Read more

See the article on Customer List for information on how to find and work with customers.