Customers (SP) Application

You use the Customers (SP) application to create, view, modify, and delete customer records. Customer records help you manage your business relationships with your customers. You can change the status of a customer record to make it active or inactive.

Customer records contain the following information about your customers:

The Customers (SP) application contains the following tabs:

List: to search for customer records.

Customer: to create, view, and modify identifying and billing information for the customer.

Contacts: to add information about internal and vendor contacts for the customer.

Log: to add, view, or modify log entries or notes about the customer.

Agreements: to view associated customer agreements and price schedules.

Associated Customers: to view a list of customers that reference this customer as a parent.

See Also

Associating Customers with Other Records