3.1 Amendment Initiation - Customer Info

This topic provides detailed information on the Customer Info data segment in Amendment Initiation stage.

This data segment allows the user to capture information about the party (customer) and all their child parties.

Figure 3-4 Customer Info

Description of "Figure 3-4 Customer Info"

Mouse hovering on the party icon displays the basic information about the party.

1. Mouse hovering on the party icon displays the basic information about the party.
   • Add Customer
   • View
   • Quick View
   • Configure

• Amendment Initiation - Add Customer
  Detailed information on the Add Customer in Amendment Initiation stage.
• Amendment Initiation - View, Quick View and Delete Customer
  Detailed information on the View, Quick View and Delete Customer in the Amendment Initiation stage.
• Amendment Initiation - Configure Customer
  Detailed information on the Configure Customer in the Amendment Initiation stage.
• Amendment Initiation - Configure Customer - Covenant Details