Look up customer

When you click this option, the Look Up Customer window is displayed wherein you can view the customer information. You can click the name of the customer to view the related details on the Customer Inquiry screen of the application. You can click the email address or the Email option, if available. The configured email application is opened and the customer email address is defaulted. You can click the phone number, if available. The application configured for a phone call is opened and you can initiate a call with the customer.