WEB CUSTOMER APPLICATION Overview

 

Web customer records are used in conjunction with the Service Request Web module.

 

The Web Customer application is used to set up and maintain the customers who will have access to the Service Request Web module. Web customers can be both specific groups within your company as well as external companies, but they must have a corresponding contact record.

Once you have set up a Web customer, then you can link an unlimited number of WEB USERS to that customer. These will be the individuals working for the customer who can make service requests.

 

The program is comprised of the following tab pages:

INFO TAB PAGE††††††††††††††††††††††††††††††††† Establishes basic information related to the current Web customer, including the customerís corresponding contact record and a default account representative.

WEB USER TYPE TAB PAGE††††††††† Gives you the ability to define what service request types the current Web customer has access to and what level of access they have.

NOTES TAB PAGE†††††††††††††††††††††††††††† Gives you the ability to associate rich-text notes with each Web customer record you create.

 

Once you create a Web customer record in this program, you can return to the record any time you want to view or update its information. Reopen any Web customer record by first locating it with the companion WEB CUSTOMERS SEARCH LIST.