The Customers screen lists all available companies to add in the Client part of the campaign Header tab.
The Customers screen presents a table with four columns:
- The Company name column specifies the name of the client or company.
- The Postal code column details the postal code of the city where the company is located.
- The City column shows the city where the company is located.
- The AMS column shows the AMS ID of the company.
Use the Invoice Type drop-down to filter the list of companies by the way they are invoiced. Determine the number of results to display from the Number of results drop-down. Use the search a contact bar to search for a specific company. Sort the list with companies by the Company name column.
To add a new client or company, click the Add a new company button.
To edit a company, click the company's name you want to modify or use the edit icon.