The Customer Record is depository of any and all relevant information, contacts, applications, and jobs of a customer. 

 

The following sections compose the Customer Record:

  1. Customer Details
  2. Mailing Address
  3. Contact Information
  4. Household
  5. Notes
  6. Applications
  7. Jobs
  8. Intake Appointments
  9. CSD Change Requests
  10. Files

 

See the guide below to see each section in detail.