Tabs on the Customer Card

Configuring Customers
Video 3/13
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Christina Fausbøll, Product Manager

How to work with tabs on the customer card in Business Central?

The customer cards are divided into tabs, where fields that are similar are grouped together.

This is what happens in the video

Here on this customer card, the tabs has been collapsed, and we can only see fields of information that has been promoted.

In the general tab, we have information about the customer number and name and balance and total sales.

Address and contact holds the information about the address and contact of the customer.

In invoicing, we find posting details and currency code.

In the payment tab, we have information about the application method, payment method, payment terms, and reminder terms.

And finally, in the shipping tab, we have information about ship-to codes, from where we want to ship our items and other information relating to this shipping.