Managing Additional Customer Information

If you need to store additional information in a customer’s record, you can add it to the Information tab. Types of information that can be added to the tab include additional contact names and billing instructions.

Note: Content on the Information tab can be updated only by users assigned the permission Customer Edit Information Tab.

Tip: The content on the Information tab can also be viewed at point of sale.

To add content to the Information tab

1. Look up the customer for whose information you want to add.

2. Click the Information tab.

3. Click Edit.

4. Type the new information, and click Save.