Schedule 2020 (4.0)
Schedule 2020 (4.0)
Breadcrumbs

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, choose 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 NumberCustomer NameAddress 1Address 2CityStatePostal CodeContact Person 1Phone 1Contact Person 2Phone 2SalespersonHold StatusInactive StatusPriorityReceivables StatusUser_Define_1a

  4. You can view and/or add customer notes and attachments. See Working with notes and attachments.