Introduction to the Customer Account Records Screen

The customer accounts records screen contains every customer account you have created in Thrive Accounting. You can use this page to create, edit, and add additional fields and documents for a customer.

This guide will cover navigating the Customer Accounts Records screen, including using the overflow menu and filtering the records.

Table of Contents

• Introduction to the Customer Account Records Screen
• Table of Contents
• Video walkthrough on how to navigate customer records
• Steps to Navigate Customer Records
• The Overflow Menu
• Filtering

Video walkthrough on how to navigate customer records

Steps to Navigate Customer Records

The Overflow Menu

1. Click the 3 dots beside any customer account - this will open the Overflow Menu.
2. The list of options will allow you to add or remove records for a customer account.
1. Contacts - allows you to add or remove additional contacts for a customer. For more information on how to add contacts, see Customer Maintenance: How to Create Contacts and Delivery Addresses.
2. Delivery Addresses - allows you to add or remove delivery addresses for a customer. For more information on how to add delivery addresses, see Customer Maintenance: How to Create Contacts and Delivery Addresses.
3. Notes - allows you to add notes for a customer.
4. Documents - allows you to upload Documents for a customer. For more information on how to adding documents, see .
5. Price List - If present, allows you to view the price list a customer has been added to. For more information on price lists, see [link to price lists document].
6. View Details - Opens the customer account record in view mode. Same functionality as clicking the name of a customer account.
7. Edit - Opens the customer account record in edit mode.
8. Deactivate/Activate - Allows you to disable active customer accounts, and then activate inactive customer accounts. While deactivated, this will pause all future transactions for a customer.

Filtering

1. To filter the customer records, click the down 🔽 icon in any text field above the list of records.
2. Each field will display options for filtering the records.
1. Customer Account - a list of all customer accounts in your system. you can search for specific accounts by entering the account code or account name.
2. Currency - a list of all currencies setup in your system.
3. Sales Rep - a list of all Sales Reps setup in your system.
3. To apply your filters, click the Filter button.
4. To reset your filters, click the Reset or X button.

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