Customer Wizard

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Forms

 
Customer Form
 
 
Party Site Form
 
 
Account Site Form
 
 
A number of tabs are available on both the Customer and Site forms.  If no columns for a particular section are present in the worksheet, then the fields in that section will be greyed out (unusable) in the form.
 
Select ‘Ok’ to close the form and write the details into your worksheet.  The ‘Cancel’ button will ignore the details entered and return you to the worksheet.