Connect Customer Data to a Project

General

• Use this function to connect customer data to a project.
• You can also use this function to save the customer data that has been filled in for the project in the customer database.
• You can also process the customer database separately.
  • See Fill in and Edit the the Customer Database
• If necessary, you can connect a contract in text format to the project card.

Fill in the project customer data

1. Select Archives | Projects | Customer.
   • The program opens the Customer tab in the Project Data dialog box.
2. Fill in or get the customer data from the customer database.
   • Enter customer data, such as name, contact person, address and phone number.
   • If necessary, click Save Customer Data to save the entered data to the customer database.
   • You can get the customer data in the customer database for the project card by selecting Customer Data.
3. Save the project card data by clicking OK.

Connect and view the contract

1. Use the preset button to select the word Contract in the Contract field or enter the name of the text file in the field.
2. Click View to open the contents of the text file in the Contract field.
   • The text file is saved in the project folder (../vxg4*/shared/projects/proj_label/Contract)
3. Select the application that you want to use to process the text file (for example Notepad or Wordpad).
4. If necessary, copy the content of the contract in plain text here.
   • Please note: The program cannot open a document in Word format, for example.