After you have downloaded the list of customers from NetSuite, you can proceed to view the details of a customer. This article outlines this process.
To view customers in Unify Desktop
1. Login to Unify Desktop.
2. From the Customers menu, click My Customers.
A list of customers gets displayed under the Customers tab.
3. From the list of customers, click a customer to view the details of that customer.
A <Customer Name> dialog box opens.
4. In the <Customer Name> dialog box:
a. You can view the details of the customer such as first/last name, company, address, country, state, zip, phone, email and more in their respective fields.
b. Click to direct you to the next customer or click to direct you to the previous customer in the list.
c. Click Close to close the dialog box.