Customer Record Basics

This article applies to Instant CRM version 2.5 and higher - screenshots are taken from Instant CRM version 2.7.

Click Customers to open the Customer record list - by default all Customer records are displayed.

Adding and Editing Customers

Add Customer Record

1. Click Add Customer
2. Enter or select the required information in each field of the Customer record When entering text or numbers into a field, press Enter to accept and move to the next record When selecting from a list of options, you'll be automatically moved to the next record
3. Click Accept Changes to save the record, or Cancel Changes to abandon entering details and close the record

Edit Single Customer Record

1. Click the Customer record to be edited
2. Click Edit Customer
3. Edit the Customer's details as required - "Editing Customer Code: ###" will be displayed at the top of the screen, and any changes made will be highlighted in red and applied to the record
4. Click Accept Changes to save the record, or Cancel Changes to abandon the changes and close the record

Batch Edit Customer Records

Use this function with care, as once a batch edit has been made it cannot be undone.

1. Use Search or Filters to display the required list of Customer records, or leave the list of all Customer records if you want to batch edit every single Customer record
2. Click the arrow on the Edit Customer button and select Edit All Customers
3. Edit the details as required - "Batch Editing ### Customers!" will be displayed at the top of the screen, and any changes made will be highlighted in red and applied to all selected records
4. Click Accept Changes to save the records, or Cancel Changes to abandon the changes and close the records

Searching Customer Records

1. Click Search found to the left of the Customer record list
2.Enter the value to search for
3. Select the Field to search in
4. Select the Match Type: Any part of field will search the records for any part of the value you enter Whole field will search the records for the exact value you enter Start of field will search for records where the selected Field starts with the value you enter Greater than and Less than will search for records where the Field contains a value greater than or less than you the value you enter
5. Click Search - the search results will be displayed behind the search box, or you will be presented with a message that no search results were found

Realtime Filters

Underneath each of the headings on the Customer records list, you'll find filter boxes where you can enter and/or select values to find in the required field(s). This can be used instead or along with the Search function to quickly find one or more records, or to create a list of Customer records to batch edit as described above or make changes to points and balances.

Selection Filters

Click on the down arrow and then tick and untick the selections to show/hide records based on the selections

Text Filters

Click into a field and type a value to show records based on the text entered

Additional and Combined Filters

You can use additional filters found in the menu that appears when you hover over the Text Filters or Number Filters menu
Filters can be combined to create a more specific list of Customer records

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