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 |
|---|---|
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Return to Search |
Click to return to the Customer Search page. |
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Click to access the Create New Customer/Contact page and create a new customer or contact. |
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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. |
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Click to select all of the customers when there are multiple search results. |
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Deselect All |
Click to deselect all of the customers. |
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Click the View details for selected customer(s) button to access the Customer Summary Detail page. |