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Manage customers window - Detail area

From Customers, select Manage customers, and find customer record

The Detail area of the Customer Portfolio contains detailed customer information. Tabs in the Detail area include:

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.

Note: 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.

Note: See To use keyboard shortcuts for information on accelerated keys.

See Also

Manage Customers - Detail area

To navigate within the Detail area

To enter customer details

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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