The Customers screen is where you can add, edit, duplicate, remove, import and export customers in Projectal.

Getting to the Customers screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Customers button to display the Customers screen.

Customers screen toolbar

The Customers screen toolbar has the following buttons:

• Add - to add a new customer
• Edit - to edit the selected customer  
• Delete - to delete the selected customers
• Duplicate - to make a copy of the selected customer 
• Import - to import a list of customers from a spreadsheet or PDF file
• Export - to export the list of customers to an Excel spreadsheet (XLS) file
• Quick Search - to search and filter the list of customers using some text
• Filter - to search and filter the list of customers using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of customers by the designated color of a selected data attribute

Editing Customers

Double-click on a cell to edit a value for the customer.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific customers.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.