Customer Details

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