Entering Basic Customer Information


Entering Basic Customer Information (6412)






The Customer Card displays basic customer information when you open it. When you create a new customer record, you should enter a company name, customer code, or primary contact name so that you can uniquely identify the customer. Other fields are optional or filled in automatically with default information taken from the Customer Preferences window.

To enter basic information:
1. If this is a new card, enter a company name, company code, or primary contact
name.
2. Enter or change other information as needed.



Related: