Entering Additional Customer Information

This section provides an overview of additional customer information, and discusses how to:

  • Activate a customer record for sales order processing.

  • Enter additional address and phone information.

  • Enter customer financial information.

  • Enter customer options.

  • Enter service information for a customer.

  • Use related links.

  • Enter customer contacts.

  • Attach partners to a customer.

  • Add activities to a customer.

  • Create customer profiles.