92 42 111 290 290 contact@lumensoft.pk

Editing, Searching & Deleting Customer Records

Editing Customer Details

To view or edit details of a certain customer, click customers Records tab.

In the list view, click on the customer’s line whose record you want to edit. Customer Definition screen will open up showing selected customer’s details.

Make the changes you want.

Then click Update button.

Searching Customer Records

To search a particular customer from your customer database, click customer’s Records tab.

Customers record

Nimbus searches customer database on a number of fields—customer’s name, customer’s mobile number, customer’s type and store.

You can enter information in any field and click the Search button below.

The record of the customer (according to the searched criteria) will appear in the list view. You can click it to load it on the Customer Definition screen.

Why Customer’s Record Can’t be Deleted

Customer’s record, once you have saved all the details, cannot be deleted from the system. Because Customer database is accessed by sales and return and a number of other screens, it is not advisable to delete such records.

Thus Nimbus has the added security regarding customer deletion to make sure that you don’t delete any customer’s record by mistake.

Terminating a customer’s Record

However, you can easily terminate a customer’s record by entering the expiry date in the End Date field on Customer Definition screen. The record of that customer, from the expiry date onward, will not be visible on any screen.



in Customers