The customer form presents information concerning a selected customer:
- Acronym (code) and name
- TIN number
- Main address
- Default contact person
- Accounting status and tax classification. See the article Tax assignment in Comarch ERP Enterprise for more details.
- Information on relationships with other customers. See the article Creating and assigning relationships in Comarch ERP Enterprise for more details.
- Information on actions scheduled for the current date
- Number of the last document issued for the customer
- Information on whether there are promotions available to the customer. Currently, the promotion type supported is Customer. See the Promotions article for more details.
- List of warehouses shared on the profile of a given representative in Comarch Mobile Management
- Item group shared for the purposes of the customer
- Currency
- Main customer details
- Payer
- Additional Information – see the article Adding attachments to the customer form in Comarch Mobile for more details
- Attachments – see the article Adding attachments to the customer form in Comarch Mobile for more details
- Favorite marking
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2023/07/Screenshot-2023-07-12-122745.jpg)
The and
buttons display, respectively, an address and a route on the map.
The button available in relevant sections make it possible to open the list of addresses, contact persons, relationships, actions, documents, and promotions associated with a customer.
List of customer addresses
Selecting the button in the Address section opens a screen with all addresses defined for a given customer.
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2022/05/Screenshot-2022-05-06-150344.png)
The button makes it possible to display the details of a given address (if they have been entered), as in the figure below:
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2022/05/Screenshot-2022-05-06-150607.png)
List of contact persons
Selecting the button in the Contact person section opens a screen with all contact persons defined for a given customer.
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2022/03/Screenshot-2022-03-25-122025.png)
The button makes it possible to display additional information, i.e. the contact details of a given person.
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2022/03/Screenshot-2022-03-25-122414.png)
List of relationships with other customers
Selecting the button in the Relationships section opens a screen with all relationships assigned to a given customer.
![](https://help.comarch.com/mobile/cee/wp-content/uploads/2023/03/Screenshot-2023-03-13-135902.jpg)
If there are no relationships defined for a given customer, the section displays the notification “No relationships“.