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Manage Customers Overview

the Customer Portfolio contains significant amounts of customer information. At times, however, you may need to access more specialized customer data. The Detail area of the Customer Portfolio offers tabs that provide an additional means for accessing specialized customer data including:

Your administrator can also create a custom tab for the Details pane of the Customer Portfolio.

See Also

Detailed Customer Data

About Detail and History tab preferences

Manage Customers - Detail area

Entering Financial Information

Entering Note Information

Adding a Picture

Entering Salutations Information


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