Fill in and Edit the the Customer Database

General

  • The function allows you to add, copy or delete customer data in the customer database.
  • You can get customer data to a project card.
  • In the customer data, you can search for projects targeted at the customer.

Add and edit customer data

  1. Select System | Databases Application.
    • The program opens the menu Application Databases.
  2. Select Project: Customer.
    • The program opens the dialog box Customer Data.
  3. Fill in the customer data in the dialog box.
    • Contact information.
    • If necessary, add the customer logo by using the clipboard.
    • Add additional text ,if needed.
  4. Select Projects if you want to list the projects that are connected to the current customer with a project card.
  5. Save the data by clicking OK.

Connect and view the additional information

  1. Select Further Details, and the program generates a text file named tcustXXX in the ../vxg4*/custom/texts folder, where XXX is a running number starting from 100, and asks which application to open the file with.
  2. Select the application that you want to use to process the text file (for example Notepad or Wordpad).
  3. If necessary, type or copy here additional information about the customer in plain text.
    • Please note: The program cannot open a document in Word format, for example.
  4. Click Further Details to open additional information for viewing or editing.