According to one embodiment of the invention, a method for displaying information is provided. The method includes providing an identity information section, a product information section, and a notes section. The method also includes identifying a plurality of categories of transaction information associated with the particular one of the customers. The method also includes displaying, on a same single layout, the identity information section, the product information section, the notes section, a plurality of tabs identifying the respective categories of transaction information, and the window.