Additional Info Tab of Customer Info Center

Use the Additional Info tab to add information, such as minority status and the vendor/partner's business specialty, to the customer record.

Contents

Field Description
Socioeconomic Status Select a socioeconomic status for the vendor/partner:
  • Disadvantaged Business
  • Small Business
  • Veteran Owned
  • Service Disabled Veteran Owned
  • Minority Owned
  • Woman Owned
  • HBCU or Minority Institution
  • Alaska Native
  • HUB Zone
  • 8 (a)

Vendor/Partner Information

Field Description
Specialty From the drop-down list, select the vendor/partner's business specialty.
Prior Work Select this option if the vendor/partner has done other work with your company.
Recommend Select this option to indicate that the vendor/partner is recommended for future work with your company.
Specialty Description Enter a description of the vendor/partner's business specialty, or any other information related to the vendor/partner.

Click Edit to use the Text Editor to enter information.