1. Customer Relationship Management Fundamentals Implementation Guide
  2. Understanding Customers

Understanding Customers

The CRM Customer Detail program (P90CA080) enables you to enter and modify all CRM-related customer information from one entry point. If a selected customer record has subordinate records, you can click the Parent Child Hierarchy link to view the parent and child records.

You use the CRM Customer Detail program to enter, review and maintain customer information, such as:

  • Contacts, addresses and phones.

  • Financial data.

  • Shipping and billing options and preferences.

  • Service and support information, including contracts, work orders, and maintenance requests.

  • Sales information, including sales teams, quotes, sales orders, and opportunities.

  • Activities and action plans.