Customer Maintenance: Difference between revisions
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'''Note''': Any data changed on this page will '''''only''''' apply to the ''Calidus'' Portal - data updates will not be transmitted to external systems. | '''Note''': Any data changed on this page will '''''only''''' apply to the ''Calidus'' Portal - data updates will not be transmitted to external systems. | ||
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Latest revision as of 14:27, 5 August 2024
The Customer Maintenance page allows maintenance of Address and Customer Information for customers on the Calidus Portal system.
The user will select an owner then the customer they want to maintain. They can then modify the Customer Address and Customer Information.
Note: None of the "Customer Information" fields above are currently sent to the Calidus Portal system via XML, so this is the only place where these fields can be entered/maintained.
Note: Any data changed on this page will only apply to the Calidus Portal - data updates will not be transmitted to external systems.