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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[[Category:Calidus Portal TTM|1050]]
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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.

TTM-CUSTOMER-16.png

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.