If you click on a customer in the List tab it will take you to the Detail tab and show you the details of that customer. The Tab Bar at the top of each customers master file will allow you to look at additional details having the ability to specify details required for the customer. You will see different tabs based on your user access.
Header shows selected fields like Branch, Name, Sales Rep. This section is available regardless of tab selected.
Master shows all the basic details including Status, Credit Limit, Group Of Companies, Invoice Group, Price List, Credit Terms, Current Balance, etc. In Master you also have Statement Notes and Internal Notes section to capture relevant information or details.
Address shows the customers address, Delivery Method and Delivery Region.
Contacts shows all Contacts associated with this customer and their basic details. The Edit button allows for adding of contact if contact itself has been linked to customer in contacts page. Contact can also be removed by selecting it once and applying submit button.
Confidential if you have access you may see this tab and it can hold all sorts of private information, that has been deemed confidential, like banking details.
Service Desk shows all service desk calls associated with the selected customer with quick links to launch preview of details done to call.
Communication shows all previous communication sent out related directly to this debtor as well as the contact to whom it was sent and (if you have access) who sent it.
Transactions shows all invoicing and receipts relating to a specific client with Matching and aging for selected transactions. There is also a sub-tab for POS List showing all current Proforma’s for the Customer.
Details shows all additional details relating to a debtor usually used for custom data storage.
Serial Numbers shows all serial numbers associated with the selected customer with quick links to launch them.
Job Cards shows all jobs associated with the selected customer with quick links to launch a preview.
Quotes shows all quotations associated with the selected customer with quick links to launch them.
The Header, Master, Address and Confidential can all be edited to show different fields as needed.