From Customers, select Manage customers, and find customer record
The Detail area contains detailed customer information. Tabs in the Detail area include:
In addition when you are licensed for Fund Raising the following tabs are displayed:
When you are licensed for VAT, the VAT tab is displayed.
Any user-defined tabs will also display in the Detail area.
The slider control at the upper right corner of the detail area enables you to scroll sideways to see more tabs.
Once a tab is selected in the Detail area, clicking in a field within the tab will activate the area. For example, when the Profile tab is selected, click in the Work Phone field to activate the area. Pressing Tab will move the cursor to the next field.
When the last field on the Profile tab is reached, select a tab in the Detail area and click any field to activate the tab. For example, when the last field on the Profile tab is reached, and the Join Date on the Status tab is needed, press Alt+T to activate the Status window, and click in the Join Date field.
10.6 Production Release. Updated 1/20/2006 10:42:38 AM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.