Customer Details

Customer Dashboard with Tax Identification number, Date of Birth, Phone Numbers, Address, and the Customer Details page below.

The Customer Details page appears below the Customer Dashboard and uses tiles to provides access to all contact methods, customer information, and configuration information. The following tiles allow you to access more information:

Contact Methods
  • Phone Numbers
  • Email Addresses
  • Web Address
Customer Information
  • Identification
  • Alternate Names
  • Tax Reporting
  • Custom Fields
  • Settings
Configuration
  • Banking
  • Foreign

Related Information

Customer Relationships

Customer Summary

Search for customer information