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Navigate a Customer Record
| Warning |
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Customer Agenda picture will need to be updated. Adding participating member’s names: Work in process. |
Customer Heading
There is a variety of information available to users about a selected customer. When a customer profile is opened users will see basic information in the customer heading along with the customers picture. The customer heading gives an at-a-glance view of the customer name, membership plan (if applicable), several icon indicators and notifications. Customer indicators can give users immediate feedback without looking through the record for information.
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