Help

Create a customer from a prospect

Modified: 7 Jun 2026 Viewpoint Estimating Accounts Receivable Help
If you have entered values on the Default Customer screen, the application uses those values when you create a customer.
  1. Open the Customer screen.
  2. Do one of the following:
    • If you want the application to assign a customer code based on the customer's name, click to select Yes in the Auto Assign Customer field.
    • If you want to assign your own customer code, enter a code of up to eight alphanumeric characters to identify the customer in the Customer field.
      Note: Use the System Settings screen to enable the auto assign option and control how the application creates auto assigned codes.
  3. Press Tab.
  4. Click to select the prospect on which to base the customer from a Lookup List.
  5. Complete the fields as described on the Customer Screen Field Reference.
  6. Click Save Customer.
Submit
Previous
Next