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.
Hover over "Customers"
Select “Customer List” to display all Customers associated with your organization
Clone Customer and Create Customer options are available for easier management of new accounts.
Creating a Customer
Click "Create Customer"
Enter the customer's name, address, and time zone.
Note: The other information is not required.
Click "Save Customer"
See Clone Customer - Feature Overview for more information regarding cloning an existing customer.
Customer List displays client customers by name, ID, and account #.
Can filter by Active/In-Active status on the left.
Active/Inactive Customer, Contact List, Delete Customer, Edit Customer
Active Customer
Inactive Customer
Customer Contact List
Delete Customer
Edit Customer
Editing a Customer
All of a customer's information can be edited including name, account number, address, phone number, status, etc.
Users with access to this customer can be edited as well
Clicking this icon will move from "Users without Access" over to "Users with Access"
Ensure you click "Save" after making any changes
Customer Window
Click on a customer to view address, analytics, and report schedules in the Customer Window
Options to call the customer or view their location on a map
Track Final Reports and Draft Report information by customer
View a customer's report history
