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3) Syncing

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

  • 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.  

Screen Shot 2015-09-24 at 1.35.49 PM.png

  • You are now presented with a dropdown menu to "Show Customer Information".  Selecting this option will query Rapid Response for the customer's information, as it resides on Rapid Response's servers, then display that information to you.

 Screen Shot 2015-09-24 at 1.41.19 PM.png

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