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
- On the Customer Manager Tools menu, click Options.
- Click the Other tab.
- Under Company, select a format from the File customer names as box.
- Click OK.
Change how one customer is filed
- Open the Customers folder.
- Select the customer that you want to change.
- On the Customer Manager Actions menu, click Edit.
- Under Contact Information, type a name in the File as box.
- Click OK.