Overview
Insert overview text of the module detail here. What does the tab do? Why would you use it? When would you use it?
Detail
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Overview
The “Profile” tab is where customers are initially inserted into the software. The “Profile” tab houses basic demographic information, customer contact information, work week information and important identifications numbers.
Detail
You can insert customers by completing the following steps:
-Click insert
-Enter all required fields
-Click save.
Required items are marked with an asterisk (*) and are highlighted below.
Drop-down items will default according to the office defaults set in the Set Up Module.
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The Customer Profile screen houses many settings specific for the customer. The most commonly used fields are detailed below.
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