Customer Index:
Customer Index is basically about sorting the customer details by Name, File number and by department of particular customer. This will certainly help in escaping tedious work of searching about a particular customer and his details.
For this go to "Customer-->Customer Index" button.
1. To find customer by name click on Customer Name
And then type the name of particular customer in search box and click on Search button
For Example we want "ABC" customer detail, just type the name of customer "ABC" and click on search button we will get the following details of that particular customer "ABC" as given below.
And then type the number of particular customer in search box and click on Search button. By Click on customer name it will show you list of customer details like email, PAN no etc.
you can also view customer who don't have PAN no, GST no, address, mobile no etc. You can update data here. updated data is visible in customer view and edit view.