Customizing the Customer Center
By default the Customer Center displays three panes: the Customer list on the left, the Customer Information on the top right, and the Transaction Detail on the bottom right. I am often asked if it is possible to change what is displayed in the Customer Information pane. Unfortunately, the answer is no. However, what is displayed in the other two panes can be customized, and you can probably get just the information you want.
To change what is displayed in either pane, right-click on the column headings and select "Customize Columns" from the resulting pop-up menu. You can add details from the customer record to the Customer list including any assigned Sales Rep and any available custom fields. You can add details from transaction records to the Transaction Detail. Note that if you add the Sales Rep to the Transaction Detail, it will show the Sales Rep on the transactions as opposed to the default Sales Rep assigned to the customer. Reorder the columns to suit yourself using the Move Up and Move Down buttons. Once you have the columns you want displayed in the order you want, you can adjust the column or pane widths by dragging the separator bars. You can now sort your lists by double-clicking on any of the column headings displayed.
In the example above, I've customized the columns in the customer list to include Account No. and in the transaction list I've removed Account and added Memo and Open Balance.
You can also toggle the Customer Center display back and forth between the three pane view and a full width Customer list by clicking on the arrow button at the top of the list. The columns that are displayed in the full width view are separately customizable from the columns displayed in the three pane view. In the example below, I've added most of the customer detail to the full width view including the custom fields B-day and Spouse's Name.
The Vendor and Employee Centers can be similarly customized. All customization of this type is on a per user basis so if you need all users in your company to have the same view, you will have to repeat the customization for each user.