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<< Click to Display Table of Contents >> Customer Information - Company Hierarchy |
  
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<< Click to Display Table of Contents >> Customer Information - Company Hierarchy |
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Overview
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Click the 'Company Hierarchy' link to open the 'Customer Summary' screen, which provides a 'Search' function so you can locate sub-customers using a range of filters.
Once results are displayed, you can access a customer's details for viewing or editing purposes.
Administrators can also create new sub-customer records from this screen. |
Description
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Create a new customer record (Customer Administrators only).
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Search Customers
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Type/paste or select any known information you wish to filter by.
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Start search.
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Summary
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Click a customer name to view details or one of the following:
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Edit customer details (Customer Administrators only).
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Remove permanently from the system (Customer Administrators only).
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