Forms Used to Enter Additional Customer Information
Form Name |
FormID |
Navigation |
Usage |
|---|---|---|---|
Search for Customers |
W90CA080D |
CRM Foundation Daily Processing (G90C01), Customer |
Select a customer record. |
Customer-Manage {Customer Name} |
W90CA080A |
Select a customer on the Search for Customers form. |
Activate a customer, enter and update customer information. |
Add Activity |
W01301B |
On the Customer-Manage {Customer Name} form, select the Activities tab and click Add. |
Add a new activity for the customer. |