# Customer

# Introduction

Following shows a sample window.

The chapter describes features available within the window.

[![crm-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-customer-en.png)

# Create customer

Click "New customer" on upper right corner of customer table

[![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/fjHfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/fjHfinance-customer-en.png)

Enter customer data, then click "Create".

[![modal-new-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-en.png)

# Update Customer

Click "Update" button on the right of customer

[![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/I15finance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/I15finance-customer-en.png)

Update information, then click "Update".

[![customer-update-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-update-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-update-modal-en.png)

# View Customer

Click "View" button on the right of customer

[![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/u7sfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/u7sfinance-customer-en.png)

Customer modal appears

[![receivable-customer-view-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-en.png)

# Customer Performance

Click "View" button on the right of receivable

[![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/SWqfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/SWqfinance-customer-en.png)

Performance modal appears

[![customer-performance-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-en.png)