Overview

The Customer Overview Screen provides a general overview of all customers managed in the application.

1. The customer overview screen opens via the button in the navigation bar
2. The "New offer" button triggers the creation of a new Offer for the chosen customer in the grid below
3. You can import new customer data (and update current data ???) by importing it via an excel list
4. Use case specific functionality
5. Use case specific functionality
6. Use case specific functionality
7. An overview of all the customers in the database. By clicking on the name you can open Customer Details
8. You can delete the currently selected record here. See Delete a Customer
9. You can create a new customer via this button. See Create a Customer
10. An overview of all the contacts belonging to the currently chosen customer
11. Google Maps plugin which depicts an overview where the currently chosen customer is based