Manage customers - Detail area

The Detail area of the Customer Portfolio contains detailed customer information.

Tips

Additional tabs appear if you are licensed for VAT or Fundraising, or have user-defined tabs.
The slider control at the top right of the detail area lets you scroll across to see more tabs.
Once you select a tab in the Detail area, click a field in the tab to activate the area.

For example, when the Profile tab is selected, click in the Work Phone field to activate the area. Press Tab to move the cursor to the next field.

When you reach the last field on the Profile tab, select a tab in the Detail area and click any field to activate it.

For example, if you need the Join Date on the Status tab, press Alt+T to activate the Status window, and click in the Join Date field.

To navigate within the Detail area

In most cases, more tabs exist in the Detail area than can be viewed at any one time without scrolling.

To navigate to a specific tab:

Select the right or left arrow buttons at the far right of the tab areas to scroll through the tabs. Select the specific tab when the tab you need to access displays, or
Right-click to display a list of all the tabs in the area and select a menu item to display a specific tab.

Note: You can navigate to a specific tab only when the Manage customers window is in New or Edit mode, and some tabs will be available only when in Edit mode.

You can right-click anywhere on the Detail area's tab-strip to display a list of all the enabled Detail tabs (disabled tabs are grayed out and cannot be selected). The tab currently displayed is grayed out in the list. Selecting a tab from the menu's list directly opens that tab.

Note: You can also select the right or left arrow to scroll through the tabs.

To enter customer details

Company flow down, an automatic process of updating specific fields when a Company ID is assigned to a Member ID, will automatically populate the Work Phone, Fax, and Toll Free fields. Additional flow-down options can be defined by your administrator.

Open a customer's record in the Manage customers window.
Select the appropriate detail section tab.
Tab to each field and enter the appropriate values.
Click Save, or continue to enter additional detail information.

More:
Manage customers window - Profile tab
Manage customers window - Donor Data tab
Manage customers window - Status tab
Manage customers window - VAT tab
Manage customers window - Solicitor Data tab
Manage customers window - Other tab
Manage customers window - User-defined tab