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Customer card is divided into five Fast Tabs. Now, we will go through all of them.
General
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Name
The name of the Customer is defined here.
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Choose valid Region Code. It’s filled automatically after choosing Postal Code from the Postal Codes list.
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HINT: Try to fill in Country/Region code first of all address details. After that only Postal codes for required Country/Region code will be visible. |
Show on Map
This inscription is an active link to online maps. You can see address you entered in online maps. For using this functionality, Online Map Setup have to be filled in proper way[1][LO1] .
Primary Contact Code
You can choose primary contact from contact list. Primary contact could be an employee of the customer’s company, who is key person for you.
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First of all, you should create some contacts for the customer. You can reach Contact List in two ways, see picture below.
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Phone No.
Field is filled automatically when you choose Primary Contact Code. Of course, you can fill it manually, too.
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