The Summary item of the Customer section displays current information regarding the customer and houses access to the Shortcut menu for issuing quick commands related to the customer.
|The name of the customer.
|Name of the customer department.
|Street address for the customer's headquarters.
Note: The address displayed can be controlled by the IsPrimary config choice in Table 25. CustomerAddress on the Admin Tools Config Choice help page.
|Primary Contact #
|The main telephone number for the customer.
|Unique identification number for cataloging the customer.
|BOLD Company ID
|Unique identification number for cataloging the customer in AviontéBOLD.
|Indicates the status of the customer's record - Active, Inactive, Processed, Unprocessed, etc. There is not a singular definition of "processed," "unprocessed," etc. - the status definitions are dictated according to company rules. A status can be configured in Start Page > Actions menu > Admin Tools > Config Choice.
|Name of the supplier branch attached to the customer.
|The name of the supplier.
|The name of the account manager assigned to the customer.
The Shortcut group and be customized by right-clicking on the group itself and selecting the option you'd like to add. The options available to add to the Shortcut group are the same as those on the Customer Actions menu.
This group indicates where the customer is in the sales process.
The Contact Method group displays the mode(s) of reaching out to the customer. The information for this group can be updated from the Detail item of the Customer section.