Forms Used to Enter Basic Customer Information

Form Name

FormID

Navigation

Usage

Customer - Search for Customers

W90CA080D

CRM Foundation Daily Processing (G90C01), Customer.

Daily Sales Force Automation Processing (G90CA01), Customer.

Daily Support Processing (G90CE01), Customer.

Select customer records, access forms to add a new customer.

Customer - Add Customer

W90CA082C

Click Add on Customer - Search For Customers.

Enter basic customer information.

Customer - Manage {Customer Name}

W90CA080A

On Customer - Search For Customers, select a customer record.

View or modify customer information.