Tutorial: Creating Customer Details

Customer Details

Customer details interface is used to record customers’ information that primarily include Name, address, and Communication details of the customer. Later on this customer details can be used while users are creating Application details and on the other hand if users create application details that details automatically added back to the customer details.

Personal Information

Salutation: Select salutation

First Name: Enter first name of the applicant

Middle Name: Enter middle name if any

Last Name: Enter last name of the applicant

Date of Birth: Enter date of birth of the applicant

PAN: Enter permanent account number of the applicant

Religion: Religion of the customer can be selected

Gender: Select the gender of the customer

Aadhar No: Enter the Aadhar number of the customer

Note: First Name, Last Name, Date of Birth, PAN and Gender are mandatory fields.

Applicant's Photo: Click to upload applicant's photo

Correspondence Address

Street: Enter street name

House/Flat No.: Enter house or flat number

Locality/Landmark: Enter locality or landmark

Country: Select country

State/Province: Select state or province

City/Village: Select city or village

Postal Code: Enter postal code

Permanent Address

Tick 'Same as Correspondence Address' if permanent address is same as correspondence address. All fields then get populated.

If different then enter details.

Office Address

Enter Office Address of the Customer.

Communication Details

Mobile1: Enter primary mobile number

Mobile2: Enter alternate mobile number if any

Phone1: Enter phone number

Phone2: Enter alternate phone number if any

Fax: Enter Fax number if any

Email1:Enter email address

Email2: Enter alternate email address if any

After saving the entry the saved record can be searched to view.

Tutorial: Creating Customer Details

© Gamut Infosystems Limited