You can view existing customer information. You can also create a new customer from the Customer Hub. See Creating a New Customer.

Viewing Customer Details

1. To view the customer details, choose a customer in the Customer Hub.
2. The customer information displays on the Customer tab.

3. You can view the display-only customer information: 

   Section
   Column width 50% Customer Number Customer Name Address 1 Address 2 City State Postal Code Contact Person 1 Phone 1 Contact Person 2 Column width 50% Phone 2 Salesperson Hold Status Inactive Status Priority Receivables Status User_Define_1a

4. You can view and/or add customer notes and attachments. See Working with notes and attachments.