Entering Additional Customer Details

Once you have entered a customer's General Details you have the option of entering the customer's default Documentation details in the Documentation tab - see Adding Customer Documentation Details.

You also have the option of entering the customer's Credit Control details in the Credit Control tab - see Recording A Customer's Credit Control Details.

When the Customer record has been saved and is in general viewing mode it is possible to add Contacts, Tasks and Notes against a Customer. See: Adding Customer Contacts; Creating Customer Notes and Tasks Tab: Viewing Customer Tasks.

Also, when the Customer record has been saved and is in general viewing mode it is possible to set up default contacts for different document types against a Customer. See Setting Up A Customer's Default Document Contacts.

NEXT: Editing A Customer Record