Accounts Tab - Customer

The Customer section gives the organization the controls to define the identification they want to require from the customer when an account is created. These values can help keep the list of central customers clean and avoid duplicates.

1. Select the Require Social Security Number check box if the Social Security Number should be required of the primary customer on the account.
2. Select the Require Driver's License Number check box if the Driver's License number should be required of the primary customer on the account.