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How do I view my customer’s details?
Once you have created a customer you can view the customer details in the Customers module or in the transactions you create.
To view customer details in the Customers module:
- Go to Sales then Customers.
- Click the customer whose details you want to view.
To view customer details in the transaction creation page:
- Go to the desired module.
- Select the customer in the edit or create page.
Click View Customer Details from under the customer name and the customer details will open in a contextual sidebar.
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