Because people may be contacts for customers that are used for event scheduling, the customer list is maintained in the People section of the application as well. A customer is a department, organization, or other entity used in event scheduling to which one or more individual contacts are associated. Both the customer and contact record are used during event scheduling.
- Click the Settings tab.
- Select Customers.
- If you know all or part of the customer name, enter the name in the search field on the left.
- Click Search to refresh the customer list with your results.
- If many customers are showing on the list, you may sort the list either ascending or descending by clicking on the customer name column.
- Click on a customer name to view additional details.