Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
Within Compass, when working with a Commercial customer there are some key differences from a Residential customer. One of the most important differences is invoice terms (i.e. net 15, net 30, net 60) which are set for billing Commercial accounts. ...
Search Results Screen Customer List Screen New customers can be added to the system by clicking on the Create New Customer button found on the Search Results screen, or by clicking the Add New Customer button on the Customer List Screen. A blank ...