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Maintain Spouse Information

Use the Spouse Information tab to maintain spousal information for a party on the account.

To maintain spouse information

  1. In the Task Panel navigation tree, click Customer and then click a name.

  2. Click the Spouse Information tab.

Spouse Information tab

Name: Name of the customer's spouse.

Employer: Name of the spouse's employer.

Address: Spouse's employer's street address, city, state, postal code, county, and country.

Comment: Comments regarding the spouse or the spouse's employer.

  1. Complete the information and then click Save.

          Note: If the account is linked to another account (and this feature is available to you), the Select Accounts dialog box will appear. Follow the steps to Select Accounts.

Related Topics

Contact Information

Customers