The List of Customers screen lists all customers within A UK Business Agent. The list includes each name, the HMRC ref, HMRC Contact, Year, Next Action and Response required columns. It also includes a number of buttons including new entry and notification.

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List of Customers database

Selecting the List of Customers item prompts the List of Customers screen to appear.

You can change the order of the list by selecting the column headers, for example, name or year.

To access a customer record, select a customer name.

Please select James Ascroft.

James Ascroft record.