Customer Maintenance

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Revision as of 11:29, 2 August 2024 by Anw (talk | contribs) (Initial Creation)
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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.