View Profile

Quickly access a full overview of a customer’s master data, transaction history, and communication notes in the CGIC App—so you have all the context you need at your fingertips.

Prerequisites

• At least one customer record exists under Selling > Customer

1.0 Open the Customer List

1. From the main menu, navigate to Selling > Customer > Customer List.
2. The list displays all active customers with columns for Name, Group, Credit Limit, and Status.

1.1 Locate Your Customer

1. Use the Global Search Bar at the top to type part of the customer’s name or code.
2. Or, click Filter > Add Filter and set criteria (e.g., Customer Group, Country, Status).
3. Press Enter or click Apply to narrow the list.

1.2 Open the Profile

1. Click the customer’s Name in the list.
2. The Customer form opens, displaying multiple tabs:
   • Basic Info: Name, Group, Primary Contact, Email, Phone
   • Address Book: Billing and Shipping addresses
   • Financial Settings: Credit Limit, Payment Terms, Receivable Account
   • Tax Settings: Tax ID, Default Tax Template
   • Sales Orders: Linked Sales Orders with status and dates
   • Invoices: All Sales Invoices (Unpaid, Overdue, Paid)
   • Payments: Payment Entries applied
   • Comments & Attachments: Notes, documents, or email history

1.3 Navigate Within the Profile

• Click any tab to drill into that section.
• Use the Mini-dashboard at the top-right to see key KPIs (Outstanding Balance, Last Order Date).
• Click a document link (e.g., an invoice number) to open that transaction directly.