Customer Dashboard – A summary of the activity
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This activity allows the user to view all the transaction with a particular Customer.
The Customer details are maintained in various tabs. These tabs contain details about the Contacts, Activities, Opportunities, Quotation details, Sale Order, Units, Work Order and Finance details.
Getting familiar with the pages inside
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Go to page… |
For… |
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Customer Dashboard |
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Specify Additional Details |
Specifying additional details |
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Maintain Activity |
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Create Customer |
Creating Customer |
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Edit Customer |
Modifying existing Customer |
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Additional Information |
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Create Customer Contacts |
Creating Customer Contact Details |
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Edit Customer Contacts |
Modifying Customer Contact Details |
