Top left displays personal information:

ID Number, Name, Address, Home Phone, Email Address.

Click on the email address to send an email to the customer using your computer’s email source.

Lower left displays summary information:

Sponsor, Enroller,  Account Number, Classification, Application Date, etc.

Click on Sponsor to go to the respective distributor profile for this customer.

Top right displays orders:

Orders listed in descending order by date.

Click on an order in the list to open that order.

Click on New to create a new order.  (See instructions for creating orders)

Lower Right displays notes entered for customer.

Notes are listed in descending order by order ID.

Click on the plus sign “+” to view the note message.

Click on Note Message to open the note.

Click on New to create a new note.  (See instructions for creating notes).