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• Customer’s address map

• Reference

• Org. No

• Address

• Postcode

• Industry

• Credit Rating

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Edit Account

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You need to have the “Update accounts” permission to see this button.This action is to open the Update Account form popup where you can adjust information of the customer (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1756299312/Account+List#Edit-Account).

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This action allows you to directly create a note for the currently viewing customer (Similar to https://contemi.atlassian.net/l/c/DvtejLP0).

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, so you don’t need to select the “Related Records” in the form.

Make a Call

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This action allows you to directly call the currently viewing customer via his/her Company Phone number.

Consents

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This action allows you to update the consents settings for the currently viewing customer.

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