Viewing Internal Contact Information for a Customer

Procedure

To view internal contact information for a customer:

  1. Select the customer. How?

  2. From the Customer Information tab, select Internal Contacts.
    The Internal Contacts screen displays a list of internal contacts already entered for the customer.

  3. In the row for the contact for which you want to view information, click view /edit.
    The contact details screen for the selected contact appears.