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3) Syncing

Now that you've created a customer record, you're ready to sync the customer record to AvantGuard.

  • Review the information in the popup window and verify that all information is correct.  Select the "System" from the drop down menu as appropriate, then click "Save".
  • You should see a success message stating that the account has been saved.
  • You are now presented with a dropdown menu to "Show Customer Information".  Selecting this option will query AvantGuard for the customer's information, as it resides on AvantGuard's servers, then display that information to you.

Syncing 1.png

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