Customer ID

Customer ID is the ID for the customer account that you wish to monitor. A customer ID is required for the Customer Balance DashPoint.

You may enter customer or look it up.  As you enter a customer in the Type-Thru drop box, ObjAcct will find the best match.  You can also click on the down arrow at the right of the drop box to display the full list of customers. Scroll down the list until you find the desired customer and click to retrieve it for the DashPoint.