Viewing additional Customer info for a Customer

To view additional customer information:-

  1. Select the Customer for which you want to view additional customer information.

  2. Click on the Business Partners tab.

  3. All this information gets displayed on a real-time basis directly from the Sage X3.

  4. There will be 3 panels. Customer details, Identity Details, Financial.

  5. Apart from the 3-panel user can edit information from the first panel by clicking on the Change button.

PreviousCreating new additional contact in Sage X3NextViewing all the List of Order info for a Customer

Last updated