Customer Summary Page

Use the Customer Summary page (QUICK_CUST_SUMMARY) to view customer and contact search results, and select the correct matches.

Navigation:

Click the Search button on the Customer Search page.

Field or Control Description

Return to Search

Click to return to the Customer Search page.

Create New Customer or Contact Button

Click to access the Create New Customer/Contact page and create a new customer or contact.

Contact Phone

View the business phone number if there are multiple phone numbers for the contact and if the search criteria did not include contact phone. If no business phone exists, the first number in the list appears.

Credit Card

View the first credit card in the list if this contact has multiple credit cards and if the search criteria did not include a credit card.

Address

View the minimum sequenced customer address if the search criteria did not include an address.

Select All Button

Click to select all of the customers when there are multiple search results.

Deselect All

Click to deselect all of the customers.

View Details for Selected Customer(s)Button

Click the View details for selected customer(s) button to access the Customer Summary Detail page.