| A | B |
| Customer notebook, general tab | SSN/DOB/Taxpayer ID |
| Customer account notebook, general tab | cust service address/mailing address |
| Customer notebook, references | authorized/unauthorized callers |
| Customer notebook, financial Activity tab | returned check |
| Customer account notebook, EFT/payment tab | autopay cust(EFT) |
| Customer notebook, pending order tab | customer active/not active |
| Customer notebook, life support tab | documented medical condition |
| Customer notebook, email address | email address |