From Customers, select Manage customers, and find customer record
the Customer Portfolio is divided into the following areas:
When inserting or viewing a record, some fields without a value display the grayed-out field name within the field. For example, when inserting a new record, the Member Type drop-down list displays Member Type within the field until a valid selection is made.
When viewing a record, the user is automatically in edit mode. Edits can be made, and then saved by clicking
Save.
10.6 Production Release. Updated 2/16/2006 9:41:13 AM
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