Viewing the Customer Tab

You can view existing customer information. You can also create a new customer from the Customer Hub. See Creating a New Customer.

Viewing Customer Details

1. To view the customer details, select a customer in the Customer Hub.

2. The customer information displays on the Customer tab.

3. You can view the display-only customer information: 

   • Customer Number

   • Customer Name

   • Address 1

   • Address 2

   • City

   • State

   • Postal Code

   • Contact Person 1

   • Phone 1

   • Contact Person 2

   • Phone 2

   • Salesperson

   • Hold Status

   • Inactive Status

   • Priority

   • Receivables Status

   • User_Define_1a

4. You can view and/or add customer notes and attachments. See Working With Notes and Attachments. A customer-level note added in Signature 2024 or later also displays on the Customer tab. This note can only be edited in Signature.