Form Used to Manage Customer Information

Form Name	FormID	Navigation	Usage
Self Service — Update Address Book Records	W01012SSA	From the Tasks portlet, select Manage Customer Information.	Review the Company Name, Company Address, and Company Contact Information group boxes. Select to modify customer name information. Modify the primary mailing name and secondary mailing name. After you click OK, the system saves the changes. Modify company contact information. Review information such as payment terms, the date the account was opened, to whom to send statements, delivery instructions, tax information, and so forth. Note: You can request a credit limit change. The system sends an electronic message to the credit manager.

Form Name

FormID

Navigation

Usage

Self Service — Update Address Book Records

W01012SSA

From the Tasks portlet, select Manage Customer Information.

Review the Company Name, Company Address, and Company Contact Information group boxes. Select to modify customer name information.

Modify the primary mailing name and secondary mailing name. After you click OK, the system saves the changes.

Modify company contact information.

Review information such as payment terms, the date the account was opened, to whom to send statements, delivery instructions, tax information, and so forth.

Note: You can request a credit limit change. The system sends an electronic message to the credit manager.