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Attaché Accounts: Customer Masterfiles help and user guides

Updated over a month ago

Below you'll find PDF guides that explain the customer masterfiles and provide descriptions of the data recorded in each.


Customer Masterfile

Attaché Customer Masterfile Help (PDF) contains task and field descriptions for these menu items:

  • Customer Enquiry

  • Customer Maintenance

  • Customer Special Maintenance

  • Delete Customer

  • Bulk Delete Customer Masterfiles

  • Customer Contacts

  • Create Customers from Quotations

  • Customer Risk Analysis

  • Old Customer Maintenance (deprecated)


Special Pricing

Attaché Customer Special Pricing Masterfile Help (PDF) contains task and field descriptions for these menu items:

  • Customer Special Pricing

  • Delete Customer Special Pricing

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