The Customer List shows all client customers and provides contact, address information, and customer status (active or inactive). The customer list allows users to edit, clone, or create customers under this menu.
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Customers: Go to the Customers section.
Select “Customer List”: Click on the “Customer List” option to display all Controllers associated with your organization.
Hover over the Customers banner and click Customer List.
Customer List displays client customers by name, ID, and account #.
Can filter by Active/In-Active status on the left.
Clone Customer and Create Customer options are available for easier management of new accounts.
See Clone Custome - Feature Overview for more information.
Customers listed out can be edited or deleted.
Customer Window
Click on a customer to view address, analytics, and report schedules in the Customer Window.
Toggle Draft Reports for unsubmitted report information.
Options to call the customer or view their location on a map.
Tracks submitted and draft report information by customer.
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