The Customer Portfolio is a collection point for customer information. In addition to basic contact information, the Customer Portfolio also contains customer details and customer history. The Customer Portfolio is managed using the Manage customers window.
Note: The term Customer Portfolio is often used interchangeably with the term Manage customers window
10.6 Production Release. Updated 1/20/2006 11:15:02 AM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.