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

1. .
2. You can view the

1. display-only customer

1. information:
   • Customer Number
   • Customer Name
   • Address 1
   • Address 2
   • City
   • State
   • Postal Code
   • Contact Person 1
   • Phone 1
   • Contact Person 2
   • Phone 2
   • Salesperson
   • Hold Status
   • Inactive Status
   • Priority Level
   • Receivables Status
   • User_Define_1a

1. You can view

1. and/or add customer notes and attachments. See Working with notes and attachments.