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

The Customer tab shows the following display-only customer detail 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

Notes and attachments

Viewing or editing notes

If there any notes attached, these display on the Notes tab to the far right.

  1. You can view or edit the note by double-clicking on the note or selecting the note and choosing the Edit Note icon.
  2. After viewing the note, you can close the window or edit the note as necessary and choose Save.

Create a note

  1. Choose Add New Note  icon. The Note Detail window is displayed.
  2. Enter the Subject.
  3. The author defaults to the current user however you can choose a different author.
  4. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
  5. Enter the note text in the box.
  6. Choose Save.

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