Customer details

Enter the customer’s information. Fields marked required should be completed before saving.

Data quality tips

Tip	Why it matters
Use full legal name when possible	Reduces duplicates and improves search accuracy.
Add at least one tag	Enables quick filtering and reporting.
Assign an owner for active work	Clarifies responsibility and reduces missed follow-ups.
Keep notes factual and time-bound	Supports audit-friendly history and handoffs.