Common Data > Customer
Customer Detail Page
Posted by i3Teamworks Admin on 30 Oct 2018

Customer Detail Page is where you can find all information about specific Customer. From Sales Lead, Activities, Proposals, and many others. Just click on the Fuctional button, you will get the information on the screen.

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click on

Note: You can sort your Customer using filters

  • Assign To - Sort by Owner
  • Extra Field - A User defined classification
  • Customer Name / Customer Code - User can enter specific Customer Name or Customer Code

3. Click View to open Customer Detail page

4. This is Customer Detail Page where you may perform related activity to the Customer by click on the Functional button on top of the page.