You can access Customer sub-module by clicking the LHS link Master Data > Customer. Upon clicking this link, the Customer page is displayed as depicted in the following figure:
The Customer page displays existing customer details such as Customer ID, Customer Name, Customer Level, Sub Customer Of, and Full Customer Name. You can also click the button to select additional details to be displayed. These include Reporting To, IsActive, Row Key, Start Date, End Date, Renewal Date, Terms, and Rep.
The Customer page banner contains a button, which upon clicking provides you the option to toggle Customers between List View and tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Customers are displayed as you see in the following figure:
This page also provides you options to search for existing customer records, create new customer records, edit existing customer data, copy existing customer data to create new record, and so on.
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