Customer Details Page

Use the Customer Details page to review customer information. You can also add and update contacts and notes.

The page contains fields, buttons, and a navigation bar.

Fields

Field	Contents
Notes	has any notes entered for this customer. To add a note, click in the field and type
Name	the contact's name
Title	the contact's title
Phone	the contact's telephone number

Buttons

Button	Function
Save	saves the information
Close	saves any changes and closes this page
Help	opens the Help for this page
Add Contact	opens the Add Customer Contact page where you can add information for a customer contact
Update Contact	opens the Update Contact page where you can change information for a contact already in the system
Delete Contact	deletes the selected contact
Previous	shifts to the previous page of contacts
Next	shifts to the next page of contacts

Navigation Bar

Command	Function
(Note Tabs)
New Tab	opens the Add Tab page where you can add a tab
(tabs)	each tab that exits for this customer is listed (click the command to open the tab)

Related Topics

Add a Customer Note	Update a Contact
Add Customer Contact Information	Update a Customer Note
Delete a Contact	View Customer Information

Updated December 10, 2004