Open the Customer Service screen and load the account you want to work with. Click the Customer/Business Details tab to view the sections under it.

If the selected account belongs to an individual Customer, this tab is displayed as Customer Details and if there is no customer linked and only a business is involved in the account, this tab is displayed as Business Details. In case both Customer and Business are involved in the account, this is still displayed as Customer Details tab and both the sub tabs Customer and Business are displayed.

Customer/Business Details screen displays the information gathered on application entry process regarding the customer and customer’s address, employment data, phone numbers and credit score. Using this screen, you can update or add to a customer’s address, employment information, or phone listing. Whenever you add or edit the details, a system generated comment will be posted in the account to keep record of old and new details.

Note that the Edit option on this screen has user level security defined and based on your responsibility, you can either edit a few or all of the fields. The difference is that, you may either have access to edit only non-PII (Personal Identifiable Information) fields or edit all possible fields as per the customer maintenance transaction.

This section consists of the following topics:

• Customer sub tab
  
• Business sub tab