Display the Customer Details Screen

Once you have created a Customer, you can Display the Customer Details Screen and maintain it any time.

(To keep more than one Customer or Work Order or transaction open simultaneously, see Bottom Tabs for Navigation.)

On the Tasks Panel at the left of the work screen, use the Lookup Manager to select Customer Lookup.

Click on the desired Customer detail, then use the Edit button on the bottom left to open the Customer Details screen. (Unlike most Large Lookup screens, a double-click on a selected detail line here opens a different, specialized screen called the Customer Snapshot.)

The Customer Details Screen appears:

When you open a Maintenance screen, you usually land on the General Tab, with the remaining tabs lined up across the top. Their purpose and entry fields are described as needed in their individual topics. Usually the information needed for the General Tab will suffice to set up a new entry and you can fill in the other tabs later. Some tabs only appear when needed.

•	General - identifies this Customer

•	Detail - gives more details about how to manage this Customer's account

•	Alt Contact - stores information on how to make contact with the Customer

•	Payment Info - indicates the method this Customer will use to pay Invoices

•	Special Pricing - allows entry of overrides for Parts and Labor for Pricing

•	Job Sites - identifies Job Sites for this Customer

•	Web Portal - Sets up Access Rights for this Customer and its authorized Portal Users for the Company Web Portal - requires authorization on the Employee Security Tab.

•	Custom Fields - contains any Customer fields defined in Company Preferences

•	Notes - contains Notes, Attachments and Tasks attached to this Customer

At the bottom left of the screen the Actions button contains the following menu:

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