My Customers
Accessing the My Customers Page
Navigate to the Contractors section and under the Clients Section click the “My Customers” Button.
Overview
The "My Customers" page lists customers filtered by the Broker setting. You’ll only see customers where the Broker in Customer Settings aligns with the Linked Entity in your User Settings.
Customer List
Each customer entry includes details:
Company: Customer’s name
Company Reg. Name: Full registered name
Status: Customer status
Compliance: Customer’s compliance status
S.P.: Sales person or Broker name
Credit (D): Credit days
Credit (A): Credit amount
Cur: Customer’s currency
Office: Customer's office location
Country/City: Customer’s country and city
E-mail/Phone: Contact details
Industry: Type of industry
Prospect: Prospect status
How to Create a Customer
Click the New Customer button on the left side of the screen.
Complete the form with customer information.
Filtering Options
To refine the customer list:
Click the Filter button.
Filter by:
Customer Code
Phone
E-mail
Country/State
Greetings
Types, Services, Categories
Alphabetical Order, New on Top, Deleted
Sorting Options
Sort the customer list by:
Company Name, City, Category
ID
Office
Broker (default)
Status
Available Buttons
Search/Refresh: Search for data or refresh the list.
Clear Filters: Remove all active filters.
Groups: Access the Customer Groups page.
Import: Import customers into Awery. Refer to the Customer Import link for details.
Export Reports: Export reports in XLS format.