The Details tab is the default tab that opens when creating a new customer or editing an existing one which holds contact and user definable information.
To populate the Details tab for a new customer:
Click Debtors then Customers then click + New Record.
The Details tab opens containing three different sections:
Summary
Preferred Contact Details
Sort Key
Populate the Details tab for an existing customer
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.In the Code or Name column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Details tab which contains three different sections:
Summary
Preferred Contact Details
Sort Key
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.
Each section is explained below
Section | Description |
Summary |
|
Preferred Contact Details |
|
Sort Keys |
|