Customer Summary Detail Page

Use the Customer Summary Detail page (QUICK_CUST_DTL) to view additional customer information, navigate to transactions, and update contact and customer information.

The system applies customer and contact information to the transactions automatically.

Navigation:

Click the View details for selected customer(s) link on the Customer Summary page.

Field or Control	Description
Return to Search	Click to return to the Customer Search page.
	Click the Return to Results button to return to the Customer Summary page.
	Click to access the Create New Customer/Contact page and create a new customer or contact.

Contact Information

Field or Control	Description
Contact ID, Contact Name, Email ID, and Contact Flag elements, descriptionsemail ID (additional customer information) elements, descriptionscontact flag (additional customer information)	Set up these fields on the Contact page.
Contact Phone and Contact Type elements, descriptionscontact phone (additional customer information) elements, descriptionscontact type (additional customer information)	Set up these fields on the Contact Phone and Type page. The first item in the list appears if multiple contact types exist.
View User	Click to access the Contact User Profile page and view user information that is required for contacts who access self-service transactions. The fields on this page are the same as those that appear on the Contact User Profile page.

Customer Information

Field or Control	Description
Customer ID and Customer Name elements, descriptionscustomer ID (additional customer information) elements, descriptionscustomer name (additional customer information)	Set up these fields on the General Info page.
Address	Set up this information on the General Information page.
Credit Card Type and Credit Card Number	Set up these fields on the Contact Credit Card Info page.
Contact Information Update	Click to access the Contact page and view contact information.
Create Sales Order	Click to access the Order Entry Form and enter a new sales order for the customer.
Billing Information Inquiry	Click to access Bill Header Data and view customer billing information.
Order Tracking Inquiry	Click to access the Order Tracking page and view customer order status or the Order Tracking - Search page if no orders are available.
Customer Payment Inquiry	Click to access customer balances and view customer payment information.
Customer Information Update	Click to access the General Info page and view or update customer information.