Open the respective screen from the LHS menu and load the account you want to work with. Click the Customer tab to view the sections under it.

Information gathered on the application entry process regarding the customer and customer’s address, employment data, and phone numbers appears on the Customer Details screen. Using the Customer Service screen’s Customer Details tab, you can update or add to a customer’s address, employment information, or phone listing. All the information about the customer can be changed using Maintenance screen.