View Supplementary details

This activity allows you to view the supplementary of the customer. You can view the supplementary details like category, address, salutation, gender, profession, designation, age, date of birth, passport number, industry type, annual income, club membership, financing bank, wedding anniversary and credit card used. You can also view the contact and family details of the customer.

Select the “View Supplementary details” link at the bottom of the “View Additional Details” page.

The “View Supplementary details” page appears.

The system displays the following in the header:

Customer Code	The unique code identifying the customer created in the “Add customer” page is displayed.
Customer Name	The name of the customer corresponding to the customer code is displayed.
Status	The status of the customer.

The system displays the following in the “Supplementary Details” group box:

Category	The category of the customer.
Category Change Date	The date on which the category of customer is changed.
Address Type	The type of address of the customer. The type could be “Communication” or “Permanent”.
Salutation	The salutation of the customer.
Gender	The gender of the customer. The gender could be “Corporate”, “Female” or “Male”.
Profession	The profession of the customer.
Designation	The designation of the customer.
Age	The age of the customer.
Passport No	The passport number of the customer.
Date Of Birth	The date of birth of the customer.
Type Of Industry	The type of industry to which the customer belongs.
Name Of The Company	The name of the company to which the customer belongs.
Annual Income	The annual income of the customer.
Car(s) Owned	The car(s) owned by the customer.
Club Membership	The number identifying the club membership of the customer.
Name of Restaurants often Visited	The name of the restaurant often visited by the customer.
Wedding Anniversary	The wedding anniversary date of the customer.
Credit Card(s) Used	The credit card(s) used by the customer.
Financing Institute/Bank	The financing institute or bank of the customer.
Buying For	The purpose of buying the property.
Reason For Buying	The reason for buying the property.
Overall Experience	The overall experience of the customer.
Suggestions	Any suggestions or comments regarding the supplementary details.

The system displays the following in the “Contact Details” multiline:

Salutation	The salutation of the contact person.
Gender	The gender of the contact person. The gender could be “Corporate”, “Female” or “Male”.
Contact Person	The name of the contact person.
Send Communication?	Indicates whether the communication has been sent or not.

The system displays the following in the “Family Details” multiline:

Relationship	The relationship of the family member.
Name	The name of the family member.
Date Of Birth	The date of birth of the family member.

The system displays the following in the “Data History” group box:

Created By	The login ID of the user who created the supplementary details.
Created Date	The date on which the supplementary details was created.
Last Modified By	The login ID of the user who modified the supplementary details.
Last Modified Date	The date on which the supplementary details was last modified.