Navigation:  Customer Relationship Management Screens > Households Screen > Names tab > Detailed Personal Information tab >

Tax ID/Customer ID

Navigation:  Customer Relationship Management Screens > Households Screen > Names tab > Detailed Personal Information tab >

Tax ID/Customer ID

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Entry: System, alphanumeric

F/M: Yes

Mnemonic: NDCSSN

Screen: Customer Relationship Management > Households > Names > Detailed Personal Information tab

 

Use this field to indicate the tax identification number or customer identification number of the household member being created/edited.

 

Use the ID Type field to indicate the type of identification the number in this field refers to.

 

If the identification number entered in this field represents a Social Security Number and is later changed, be sure to consult the Customer Relationship Management > Social Change screen to confirm that the process of updating the system with the new SSN has been completed.

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