Introduction

This section gives you some basic information of the customer, including:

• Customer’s address map

• Reference

• Org. No

• Address

• Postcode

• Industry

• Credit Rating

Edit Account

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).

Create Note

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

Consents

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

Once saving the settings, the system will also record the user who updated the settings and the update time.