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To customize customer profiles

The information generated in customer profiles is completely customizable. Your administrator can set up windows to display the content of custom window fields in customer profiles. When this option is enabled, the customer's information contained within custom window fields displays in a customer's profile.

Note: When the Show window fields on customer profile option is enabled, the customer's profile information is generated in an Omnis report only. The profile information does not display in a Crystal report.

Individual activity types can also be enabled to display customer activity records. These activity records are grouped according to activity type, and you have control over the order in which the activity types display in the customer profiles.

See Also

Generating Customer Profiles

To print a customer's profile


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