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
- Select System | Databases Application.
- The program opens the menu Application Databases.
- Select Project: Customer.
- The program opens the dialog box Customer Data.
- 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.
- Select Projects if you want to list the projects that are connected to the current customer with a project card.
- Save the data by clicking OK.
Connect and view the additional information
- 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.
- Select the application that you want to use to process the text file (for example Notepad or Wordpad).
- 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.
- Click Further Details to open additional information for viewing or editing.