Customer Index:

Customer Index is basically about sorting the customer details by-

  1. Customer Name
  2. File Number
  3. Department
  4. Group
  5. Constitution
  6. Branch
  7. Customer Code
  8. Account Manager

 This will certainly help in escaping tedious work of searching details about a particular customer 




For this go to "Customer-->Customer Index" button.


For Example we want the customer detail of clients which are tagged with INCOME TAX 

  • SELECT DEPARTMENT
  • TYPE THE DEPARTMENT NAME 
  • CLICK ON SEARCH

We will get the following details of all the customers tagged with Income Tax department  as shown below.



You can also view customer with incomplete details like clients 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.