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How to Manage Customer Information

Customer Information is a section of the Customer tab that provides the basic Customer information On this tab you will also see: 

  • Customer Information
  • Sale Information
  • Central Station information
  • Interactive Service provider information
  • Customer Installation information
  • Customer Equipment 

If you would like to learn more about these sections, please see the corresponding document for each. 

To view a customer's information

  1. Navigate to a customer's record.
  2. Select Customer on the left Nav menu.
    • Note: In mobile devices this navigation is at the bottom of the page.

To edit a customer's information

  1. While on a customer record on the Customer tab.
  2. Click the Edit icon Customer_Information_EditIcon.jpg on the upper right corner of the Customer Information section.
  3. Make all desired changes.
  4. Click Save.


To delete a customer

  1. In the Customer Information section, click the Edit icon Customer_Information_EditIcon.jpg located in the top right corner.
  2. Click Delete Customer at the bottom of the section.
  3. A confirmation message will appear. To confirm deletion of the customer, click Delete.
    • Important: All items created on the customer will also be deleted. A list of items with counts will be displayed before you confirm the deletion. 


Note: Customers can also be deleted in the Create Customer Wizard, once the first step is complete and the customer record has been established, the Delete Customer option will become available on the drop-down menu at the bottom right. For full details, please see the following article: Create Customer Wizard.

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