CUSTOMER MASTER MODIFY/VIEW
The Modify/View section in the Customer Master module allows users to manage customer records efficiently. Users can add new customer entries, search for specific records, and view or modify existing details. The interface also supports file uploads, ensuring comprehensive customer data management with easy access and updates.
Navigation
- Click on "Sales and Marketing".
- Click on "Modify/View" under "Custom Master".
A page will be displayed where users can view the created Customer master records.
Once a Customer master is created, it will automatically appear on this page.
Actions
Edit
Click on the edit icon to open the page where user can modify the required fields.
View
Click on the view icon to view the created Customer master.
File Upload
Click on the file upload icon to upload the required files.
Icons Overview
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new customer master record |
| 📊 Export | Export to Excel | Download the customer master data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter customer master by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the customer master table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |