Customer

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Introduction

This page holds the Customer master data — the party who requests/receives service on a Job Assignment and Work Order.

Prerequisites

• A stable internet connection.
• An active account with permission to manage Customer data. The Add, Edit, View, and Delete actions only appear according to your account's permissions.

Step-by-Step Guide

Viewing and Searching Customer Data

Goal: quickly find the customer data you're looking for.

Steps:

1. Open the Customer page. The list shows columns for name and address.
2. Type a name keyword in the Search field.

Expected Result: the customer list shows results matching the keyword you entered.

Adding Customer Data

Goal: add new customer data to the system.

Steps:

1. Click Add New.
2. Fill in the Name field.
3. Fill in the Address field if needed (optional).
4. Add Contact data — name, position, and phone number — by clicking the add contact row button. You can add or remove contact rows as needed.
5. Click Save.

Expected Result: the new customer appears on the Customer list.

Editing Customer Data

Goal: update existing customer data.

Steps:

1. Choose the customer you want to change, then click Edit.
2. Change the Name, Address, and/or Contact list as needed.
3. Click Save.

Expected Result: the customer data in the list is updated per your saved changes.

Viewing Detail and Deleting Customer Data

Goal: view a customer's complete data or delete it from the system.

Steps:

1. Choose the customer you want to view, then click View to open a detail dialog containing that customer's data.
2. To delete, click Delete on the chosen customer.
3. Read the confirmation dialog that appears, then click the confirm button to permanently delete the data.

Warning: deleted customer data can't be restored.

Expected Result: the customer's detail displays in full, or the customer is deleted from the list.

Troubleshooting / FAQ

Issue/Question	Solution
The Add New, Edit, View, or Delete button doesn't appear	Your account doesn't have permission for that action. Contact your system administrator.
I can't delete one of the Contact rows on the form	Make sure you're clicking the delete button on the correct contact row; contact rows can be freely added or removed as needed.