The Customer Master File > Customer Marketing Details

Customer Marketing Details

Why:

Customer information is held in Fusion and is referenced by the system when orders are created, invoices or credits raised and vehicle records retrieved.

 

Where:

From the Customer View open the customer that you would like to work with. This will display the Customer Maintenance window.

 

How to Maintain Customer Marketing Details:

In the Marketing tab within the Customer Maintenance window, information relating to the customer’s area of business is held.

 

What else would you like to do?

Creating a New Customer.