- Contents
Template
Contact Card
The Contact card contains contact information for the customer on the account.
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.