Customer Detail

The Customer Detail Program allows you to view and edit the information that is stored for each customer record in the Company Master File.   The Customer Detail program is also used to enter new customer records into the system.

The Customer Detail program allows you to display and to edit existing customer records, and it also allows you to perform other tasks related to existing customers such as.

      Creating new Contact records for the selected company

      Editing existing Contact records for the selected company

      Creating new ShipTo records for the selected company

      Editing existing ShipTo records for the selected company.

      Creating Viewing and Editing Customer Comment information for the selected company.

      Viewing and Editing the Extended Detail records for the selected customer.  Extended Detail records are Longcode records that can be created for specific customers and they are normally used to support or control advanced system options.

      Viewing the Data Change history for the Customer record or for a specific field in the customer record.

Please Note: The Customer Detail program can be used to view and edit existing customers, but that it cannot be used to create new customer records.  New Customers should be input into the system using the Customer Manager program.


Main Section

Comm/Current Tab Page

Addresses Tab Page

Sales Tab Page

Accounting Tab Page

Operations Tab Page

Demo Tab Page

UserFields1 Tab Page

UserFields 2 Tab Page

History Tab Page

Contacts Tab Page

ShipTos Tab Page

Advanced Tab Page

Images Button

Comment Button

Maintain Extended Detail

Record Data Change History