Customer classification

As mentioned earlier, the program lacks separate tables for different categories of clients. But they can be easily configured manually. To do this, when adding a client, we fill in a special field «Category». We use this field to classify.
In the general table, find the «Category» column and drag it to the top field «Drag the column heading here to group by it» until the green arrows appear at the top and bottom of the column name. Then we release it.

The program will automatically group all fields of the customer table.

See also:

• Search for a client by name or phone number
• Adding a new counterparty
• Sorting
• Selecting Columns for Permanent Display
• Customer classification
• Filtering data
• Display in the form of a table or with a grouping in the form of a tree
• Counterparty personnel and contacts
• Registration of a contract with a customer or a carrier
• Attach a scanned copy of the signed agreement and any other documents