Define customer information of a consumer customer

As a System Administrator or an Enterprise Administrator, you can define or modify the existing customer information of a consumer customer using the Customer Detail screen.

1. Navigate to the Customer Search screen. To navigate to the Customer Search screen, perform the following steps:
   1. Log in to Sterling™ Business Center as an administrator.
   2. From the Customer Home page, click Find Customer in the Customer dashlet.

      The Customer Search screen is displayed.

2. In the Basic Customer Search panel, select Consumer Customer.
3. Enter applicable search criteria and click the Search icon. A list of customers displays.
4. Click the Customer ID of the consumer customer whose details you want to modify, in the Customer List panel. The Customer Detail screen in displayed.
5. In the Customer Information Panel, perform the following:
   1. In the First Name box, enter the first name of the customer.
   2. In the Last Name box, enter the last name of the customer.
   3. In the Middle Name box, enter the middle name of the customer.
   4. From the Title drop-down, select the title to address the customer.
   5. In the E-mail Address box, enter the e-mail address of the customer.
   6. In the Mobile Phone box, enter the mobile phone number of the customer.
   7. In the Day Phone box, enter the day time phone number of the customer.
   8. In the Evening Phone box, enter evening phone number of the customer.
   9. In the Day Fax box, enter the day fax number of the customer.
   10. In the Evening Fax box, enter the evening fax number of the customer.
   11. In the Job Title box, enter the job title of the customer.
   12. In the Department box, enter the department name to which the customer belongs
   13. In the Date of Birth box, enter the date of birth of the customer. Alternatively, click the Calendar icon to select the date from the calendar. The date format displayed depends on your locale.
   14. In the Spouse DOB box, enter the date of birth of the customer's spouse, if the contact is married. Alternatively, click the Calendar icon to select the date from the calendar. The date format displayed depends on your locale.
   15. In the Wedding Anniversary box, enter the wedding date of the customer, if the contact is married. Alternatively, click the Calendar icon to select the date from the calendar. The date format displayed depends on your locale.
6. Click Save to save the customer information for the consumer customer.