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Tabs: Customers

Create, Update and Query includes tabs with sections of information. Each tab might include sections of field groupings that collapse or expand to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Tabs

Tabs display across the top of the page. To navigate through the tabs, click a tab.

  • Contacts: Provides a central location to store and manage contact information related to customers.

  • Contracts: Centralized view of all agreements associated with a customer.

Sections of field groupings display within a tab. To expand or collapse a section, click the section heading.