Understanding Basic Customer Information

You use the Customer - Add Customer form to enter basic customer information. This form contains tabs that enable you to enter and modify customer information as described in this table:

Link Name	Link Purpose
Address and Phone	Enter the primary addresses, telephone and electronic addresses.
Financial	Enter credit, tax, payment terms, language, and price group information for the customer.
Classification	Enter user-defined information about customers. This tab includes 30 user-defined category code fields that you can customize to store information that is specific to the business needs.

After you enter basic customer information, you can use the CRM Customer Detail program to maintain and modify CRM customer information.

Note: After you enter basic customer information, you must activate the customer record before you can process the customer through many CRM functions. For example, you cannot enter a sales order for a customer until the customer record has been activated. To activate a customer record, select Active from the Customer Status field on the Manage {Customer Name} field.

See Entering Additional Customer Information.