Customer Maintenance Function - View Scenarios

Scenario 1: View Details of Customer Information File

Details

Step 1

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

Step 2

By default, system will open up the Customer Search Criteria panel

Step 3

Proceed to input value for the search criteria field located at the Customer Search Criteria panel.

Step 4

Then click once on a relevant search criterion button.

Note: If there is only one record found, Step 5 and Step 6 is not applicable.

Step 5

System will retrieve existing customer records and displayed accordingly at the Customer Listing pop-up window, if there are more than one record found.

Step 6

Double-click an existing customer record at the Customer Listing pop-up window.

Step 7

System will display the details of the selected customer record at the Customer Maintenance panel at the available sections, as follows:-

  • Main

  • Address

    • Postal Address

    • EMail

  • Contact Info

  • Employment

  • Deposit Info