Change how customers are filed

Customer Manager gives you several naming choices to file your customers under. You can, for example, file information under a last name, a first name, or an account name.

Change how all customers are filed

  1. On the Customer Manager Tools menu, click Options.
  2. Click the Other tab. 
  3. Under Company, select a format from the File customer names as box. 
  4. Click OK.

Change how one customer is filed

  1. Open the Customers folder.
  2. Select the customer that you want to change.
  3. On the Customer Manager Actions menu, click Edit.
  4. Under Contact Information, type a name in the File as box.
  5. Click OK.