Feedback

  • Contents
 

Contact Card

The Contact card contains contact information for the customer on the account.

Contact card

Customer: Customer's name.

Since: Date when the person became a customer and the type of account.

Account: Unique number that the client assigned to the account to identify it.

[Client Name]: Name of the client associated to the account. If the client name exceeds 20 characters, you can rest your mouse on the name to see the full name.

Address: Customer's address.

Email: Customer's email address.

Phone: Customer's telephone number.

Related Topics

Delinquency or Recovery Anchor

Place a Customer-Level Hold