Working with Customer Information

Working with Customer Information (6410)

You use Customer Cards to keep track of your customers. Each customer has a single card that can show three kinds of information.

Click the Customer Card tab to enter or view basic information like the company name, address, and contacts. This is the information you see when the card opens.

Click the Customer History tab to see the customer's financial profile and a history of their transactions with you. You can either accept the default financial settings or tailor the settings for individual customers.

Click the Customer Folder tab to enter information that isn't recorded elsewhere. You can track documents and notes, assign tags, and enter customized field data.

There is an optional Custom Tab, which you enable and label in Customer Prefs. It contains an addtional 33 customized fields.