The Customer details portlet displays all contact and settings information about the Customer associated to an Assessment.
Details here include;
General Details:
External Customer Key
Tittle
Given Name
Surname
Home Phone
Mobile
Work Phone
Email (Clicking the email icon will launch your email account and pre-populate the new email with the customers address).
Customer Settings:
Do not SMS?
Do not Email
Postal Details:
Address
Street
Post Code
Suburb
The operations menu to the top right of the portal contain the following functions:
Record Customer Communication
Modify Customer Data