The Contact View page is divided into the following sections:

 

Section

Description

Actions

The following Actions can be taken for a contact:
Edit - Opens the Customer Edit page.
Email - Generates an email for the customer.
Email Login - Generates an email for contact to activate their account.

Contact
Information Boxes


These boxes provide general information about this contact.
Total Balance and Current Order - shows the total balance of all this contacts orders
Active Quotes - shows the total value of active quotes.
This Year - shows the total value of orders this year.
Last Year - shows the total value of orders last year.

Contact Details

This shows general details for this contact.

Stored Credit Card ProfilesThis shows any Stored Credit Card Profiles for this contact.

To edit, add, or delete Stored Credit Card Profiles. (See Contacts-Financial)
Notes

This shows any Notes for this contact.

To edit, add, or delete Notes. (See General-Notes)

Tasks

This shows any Tasks for this contact.

To edit, add, or delete Tasks. (See Communications-Tasks)

Orders

This shows any Orders for this contact.
To edit, add, or delete Orders. (See Quotes/Orders-Orders)

Items

This shows any Items for this customer.
To edit, add, or delete Items. (See Quotes/Orders-Items)