The Customer Details page is where you enter information about a specific customer. The minimum criteria for entering customer details is identified by a red asterisk (*).
The page is broken down into seven main sections:
(click on any of the above links for more details on that section)
Each of the above sections can be expanded or collapsed by clicking its respective triangular button.
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Mandatory fields
Certain fields may require data before a customer record can be saved. These fields are indicated with a red asterisk (*) next to the field:
