Additional Customer Information

To add, configure and customize additional customer information when a customer is created or edited, use the 'Additional Customer Information' setting.

To create a customer, select a template customer and edit the details.

You can switch the setting on and off in Sales Hub Properties, in Exits tab.

The example script for this setting includes these features:

• You can customize, move in a sequence or delete these fields:
  • Salesperson
  • District
  • Customer Group
  • Statistics Identity 1
  • Delivery Method
  • VAT Registration Number
  • Organization Number 1
  • User Defined Field 2
  • User Defined Field 10
  • Order Responsible
• You can add and customize new fields in addition to the existing fields.
• You can access examples of how to populate fields through the Sales Hub rest service or by an Infor M3 API.
• You can access examples of how you can set the fields can be set to drop-down and input fields.
• You can add additional features such as check boxes or buttons.

The fields available in Additional Customer Information setting are the same fields that are available in ( CRS610MI) tabs: 'Customer basic data' (CRS610MI/GetBasicData), 'Customer financial data' (CRS610MI/GetFinancial), and 'Basic order information' (CRS610MI/GetOrderInfo).