All Customers

CarolCarol Member Posts: 22
edited April 2020 in Accounts Hosted
Could anyone please tell me how to open the 'Customer Centre' showing 'All Customers' as the default start rather than 'Active Customers'. I am using Chrome if that makes any difference. Thanks in advance.

Comments

  • Kathy MackinlayKathy Mackinlay Member Posts: 182
    edited August 2015
    click on the customer icon. When the list comes up - from the drop down box select all customers rather than active ones.
  • CarolCarol Member Posts: 22
    edited January 2018
    Thankyou Kathy. I already do that every time but was wondering if there was a way to open it already as 'All Customers' rather than have to do it ever time. Not a big problem but a bit annoying is all.
  • Kwikbooks (Professional Partner)Kwikbooks (Professional Partner) Member Posts: 876
    edited April 2020
    HI Carol

    No you can't set all customers to the default... however, if you leave the customer centre open set to all customers, go to preferences > desktop, save current desktop.... it may, only saying  may, save it like this when you close the company and reopen it.

    If is only an off chance it will work for you, personally I have not tried it as I always use Active or with balances.
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