Customer Overview

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.

To find an existing customer:

1. Click the Settings tab.

2. Select Customers.

3. If you know all or part of the customer name, enter the name in the search field on the left.

4. Click Search to refresh the customer list with your results.

5. If many customers are showing on the list, you may sort the list either ascending or descending by clicking on the customer name column.

6. Click on a customer name to view additional details.