About Adding Multi-Site Customers
You might want an administrator to control adding, updating, and deleting customers across the system. Remember that each site can control its local customer records, and these records are independent of other sites.
Filter (Local Site Data) vs. New (Global Data)
When filtering is turned on in the Customers form, only the local site's customers are shown:
- brings up the Customers Query form, where you can find customer records for the local site.
- The Customer field drop-down list displays only the current site's customers.
In New mode (after clicking the button or selecting ), all shared sites' customers are shown:
- brings up the Multi-Site Customers Query form, where you can find customer records for the local site or any shared site. You can add a shared customer to the Customers form on the local site.
- The Customer field drop-down list displays all shared sites' customers.
Copying Customer Records
Another way to duplicate customer records in multiple sites is to create the records in one site, export them to a spreadsheet, and import the spreadsheet into the Customers form at the new site. (Make sure the form's grid columns are arranged in the same order at both sites.)
If your sites are accessible through a single computer, you also may be able to use the feature to copy the customer rows from the Customers form on one site and then use to add them into the Customers form at the other site.