How to View a Customer's Profile


  1. Click to display the Customers page.

The grid on this page lists all of your customer records. Each record is a direct link to the details in the customer's record.

  1. Click the desired link to open the record.

The Customer Profile window opens to let you view details about the customer, including the customer's name, address, envelope number, and organization of registration. The profile also includes a list of invoices, balance due, and payment history.

  1. Click to close the window.

 
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