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用戶可以在客戶卡或客戶列表中選擇相應的操作按鈕進行客戶配置，預覽有關客戶的匯總信息，以及可以直接從客戶卡執行的操作。
創建新的文件 |
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為客戶選擇新的檔案
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View customer information or existing document for the customer查看客戶信息或客戶的現有文檔 |
Select Navigate the choose what information you want to preview for the customer.
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Advance Options |
Click More Option, then the navigation menu for Actions, Related and Reports to be shows. Action button are divided to Actions, Related and Report. Select the navigation to find the appropriate action button if needs.
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