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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.
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