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Customers Job Aids
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- Last edited 3 years ago by Gelo
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Contents
Customer
Managing Customer
Adding New Customer
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Click Options then choose Add Customer
- Fill up the necessary fields
- Click Save
Viewing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose View
Editing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
Deleting Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
Exporting and Importing Account
Exporting Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Click Options then Click Export Customer
- User has an option to change the display and change the account type for precise exporting of records