Step-by-step guide
- Click the [Customers] menu button to enter the Customer module and display the list of Customers
Using he [Search:] text box located at the top right of the Customer Listing, enter any piece of data for the Customer that you would like to Delete
The Search feature of CDR2Cloud automatically searches for data related to the current module as soon as you have type 3 characters of more in the [Search:] text box. Example: When searching for a Customer you may type the Customers First Name, Last Name, Customer ID [UDF], Email Address, etc in the [Search:] text box. AS soon as the first 3 characters are entered the Search feature will display records in the list that meet the search criteria.
You may also sort the Customer listing by clicking on the
button located next to the description of the any of the header columns. 
Click the
button to open the Customer record
After opening a Customer record, be sure to note if there are any WARNING messages at the bottom of the screen.
The CDR2Cloud system will check to ensure that a Customer record is enrolled in a Rate Table, Tax-Category, Auth-Code and Web Access. If no enrollments are located, WARNING messages will be displayed at the bottom of the screen as shown below:
To dismiss the WARNING messages, click anywhere on the body of the message.- Click the TAB for the Customer Data category that you would like to Edit.
The following Customer Data categories are editable:
Contact Data
To Edit the Customer Contact Data, follow the steps below:
- Click on the
TAB to open the Contact screen for the Customer record - Update the Contact data as required
- Click the [Save Customer] button to save the changes
Tax Category Data
To Edit the Customer Contact Data, follow the steps below:
- Click on the
TAB to open the Tax Category screen for the Customer record - Click the
Drop-Down box to select the Tax-Category for the Customer record
- Click the [Save Tax Category] button to save the changes