Customer Wizard

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Forms

 
Party Form
 
 
Party Site Form
 
 
Party Site Use Form
 
 
Party Relationship Form
 
 
You will note there is sometimes more than one tab available on both the Party and Party Site forms.  If no columns for a particular section are present in the worksheet, then the fields in that section will be greyed out in the form (e.g. ‘Relationship Comments’ field in the screenshot above).
 
Select ‘Ok’ to close the form and write the details into your worksheet.  The ‘Cancel’ button will ignore the details entered and return you to the worksheet.