The Customer List

An overview of the Customer List page in Texada Web.

Quick Reference

• A Customer is a company or individual who rents or purchases equipment from a rental company.
• The Customer List page in Texada Web allows you to view a list of your existing Customers and edit their information. 
• To reach the Customer List page, navigate to Customers → List in the left side menu.
• Click on a Customer’s row in the Customer table to view and edit more detailed information.

Introduction

In the context of Texada software, a Customer is a company or individual - often a construction company - who rents or purchases equipment from a rental company. The Customer List page in Texada Web allows you to view a list of your existing Customers and edit their information.

To reach the Customer List page, navigate to Customers → List in the left side menu.

The Customer List

1. Search Bar
   Begin typing here to filter the list of Customers by the text entered. This will search by Customer #, Customer Name, Customer Address, and Phone #. 
2. Customer Table
   This table contains a list of all the Customers currently in the system. The appearance of this table can be modified in a number of ways; see “Working with Tables” for more information.
3. Customer
   Click on a Customer’s row in the table to view and edit more detailed information. See “Edit a Customer Record in Texada Web” for more information.

The Customer Table - Columns

The Customer Table comprises the following columns:

• Customer #: The Customer’s number, or unique identifier in the system.
• Name: The Customer’s name.
• Address: The Customer’s address. This address is a concatenation of multiple fields from the Customer details page; specifically, it is equal to: “[Address line 1], [Address line 2], [City], [Zip/Postal Code], [State/Province]”. 
• Phone: The Customer’s phone number.