The Account Details page gives you an overview on all customer information through various sections:

Sales Information

This section gives you all information of the sale. You can also perform following actions:

Edit

You need to have the “Update sales” permission to see this button.

This action is to open the Update Sale form popup where you can adjust information of the sale (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1758167045/Sales#Edit-Sale).

Make a call

This action allows you to directly call the customer of the sale.

Create note

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

Create task

This action allows you to directly create a new task for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/e15bo6PH).

Summary

Contacts

Cases

Notes