Step 1

From the Tree Menu, search for the Customer Relationship function, and then click once on it.

Step 2

By default, system will display the screen without any data.

Step 3

Proceed to input value at the search criteria field located at the 'Customer Search Criteria' panel. Then, click once on a relevant search criterion button.

Step 4

System will retrieve records of existing customer and display accordingly at the Customer Listing pop-up window.

Step 5

Proceed to select a record of an existing customer by mousing over the record, and click once on it.

Step 6

Information of the selected record of an existing customer will be displayed at the 'Customer Information' panel, and the 'Customer Relationship Maintenance' panel.

Step 7

Step 8

System will display Customer Relationship Details pop-up window. Proceed to update or overwrite the relevant details.

Step 9

Then, click once on the button to save all data. Upon confirmation on data saving, system will proceed to capture and save data updated.

Note:

Click once on the button, to discard all changes made.