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To enter customer details

Company flow down, an automatic process of updating specific fields when a Company ID is assigned to a Member ID, will automatically populate the Work Phone, Fax, and Toll Free fields. Additional flow-down options can be defined by your administrator.

  1. Open a customer's record in the Manage customers window.
  2. Select the appropriate detail section tab (see Manage customers window - Detail section).
  3. Tab to each field and enter the appropriate values.
  4. Click Save, or continue to enter additional detail information.

See Also

Manage Customers - Detail area

Manage customers window - Detail area

To navigate within the Detail area

Manage customers window - Profile tab

Manage customers window - Donor Data tab

Manage customers window - Status tab

Manage customers window - VAT tab

Manage customers window - Solicitor Data tab

Manage customers window - Other tab

Manage customers window - Internet Security tab

Manage customers window - User-defined tab


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