Customer Contacts detailed view

The overall details of a Customer Contact are divided into sections in this view. By clicking on the respective section (Key Data, Other, etc.) these details are displayed or rolled back up. Associated documents can be saved in the Upload area. On the right side of these sections, the User can edit data and add data (NB: the ability to edit queries depends on the Permission group of the respective User).

General Information

All commercial contact information and relevant data can be saved under Key Data.

Miscellaneous

Other data and notes can be entered in this section. Additional required fields can be unlocked by Admin in the Back-end area.

Infobox