1.1.1 Individual Dtls Tab

This topic explains the individual details tab of Customer Maintenance Detail screen.

1. On Customer Maintenance Detail screen, click Individual Dtls tab to enter the details.
   The Individual Details are displayed.

   Figure 1-2 Customer Maintenance Detail_Individual Dtls Tab

   
   

   
   Description of "Figure 1-2 Customer Maintenance Detail_Individual Dtls Tab"

   
   
2. On Individual Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-2 Individual Details - Field Description

   Field	Description
   Title	Alphanumeric; 15 Characters; Optional Select the title of the customer.
   First Name	Alphanumeric; 105 Characters; Optional Specify the first name of the customer.
   Middle Name and Last Name	Alphanumeric; 105 Characters; Optional Specify the middle and last names of the customer.
   Minor	Optional Select Yes from drop-down list to indicate that the customer is a minor. Else select No.
   Guardian Name	Alphanumeric; 105 Characters; Mandatory for minor customers Specify the name of the guardian for the minor customer.
   Marital Status	Alphanumeric; 1 Character; Optional Specify the marital status of the customer.
   Marital Status Description	Display The system displays the description for the selected marital status.
   Sex	Optional Select the sex of the customer from the drop-down list.
   Date of Birth	Date format; Mandatory only for minor customers Specify the date of birth of the customer.
   Country of Birth	Alphanumeric; 3 Characters; Optional Select the country of birth from the adjoining option list.
   Country of Birth Description	Display The system displays the description for the selected country of birth.
   Father/ Spouse Name	Alphanumeric; 105 Characters; Optional Enter the name of the customer's father or spouse.
   Beneficiary	Alphanumeric; 105 Characters; Optional Specify the name of the preferred beneficiary of the individual customer.
   Relationship	Alphanumeric; 20 Characters; Optional Specify the relationship between the beneficiary and the customer.
   Relationship Description	Display The system displays the description for the selected relationship status.