Learn how to:

• View and search customers.
• Email a customer.

View customers / search customers

To view customers, do the following:

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. Search for a customer by clicking the filter icon  (A below), or sort the table by company name alphabetically by clicking the Company column heading (B).
   
   
   
   
   
     The customer table may be sorted by any column heading.
3. When using the search filter, click the Company or Name tab to search by company name or the customer contact's first name or last name (circled below).
   
   
   
   
4. Enter the search term and press Enter on your keyboard or click Apply.

Email a customer

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox beside the customer name (3 below) and click the email icon (4).
   
   
   
   
3. Enter a "To:" email address (5 below) and hit enter on your keyboard. Click "CC" or "BCC" to CC or BCC the message (6 below). Enter a Subject line (7 below). The "From:" address is a Flare system email address that can't be edited.
   
   
   
   
   
4. Compose the message (8 below) and click "Send" (9 below).