Common Data > Customer
Customer Detail Page
Posted by i3Teamworks Admin on 30 Oct 2018 12:48pm

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 Customer tab 

Sort your Customer using the filters

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

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.