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Customising the customer grid

Created on  | Last modified on 

Summary

How to customise the customer grid in Sage Accounting.

Resolution

Customising the view of your customer lists works together with your user-defined fields to allow you an overview of important data.

Refer to the article Using user-defined fields for guidance.

  1. Go to Customers then Lists.
  2. Select List of Customers then click the two gears to the left of Quick Reports.
  3. Select the fields you want to display and click Save. 

 NOTE: Ensure you've entered the field on the customer accounts.