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. |