Detailed Customer Data

The Customers feature contains significant amounts of customer information. At times, however, you may need to access more specialized customer data. The Detail area of the Customers feature offers tabs that provide an additional means for accessing specialized customer data including:

• Profile, donor, and solicitor data
• Status
• Notes
• Picture
• Financial
• Salutations
• Log

Your administrator can also create a custom tab for the Details pane of the Customers feature.

More:
About Detail and History tab preferences
Manage customers - Detail area
Entering financial information
Entering note information
Adding a picture
Entering salutations information