My Customers

My Customers

The tool lists companies (and their subsidiaries) you have added to the tool pane.

Drag a company to the pane to add it.

If you want to add a new company then click New customer. A company edit form will appear and you will be able to create and save a new company which will be automatically added to the list of your customers.

To open the contents of the pane in a table view, click Show In Table View.