Customer - Edit

To Edit a Customer record please follow the steps below:

Steps

1. Click the [Customers] menu button to enter the Customer module and display the list of Customers
   

2. 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 4 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. 

3. 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:

   

   The WARNING messages will be automatically dismissed after 3 seconds, however you may dismiss them immediately by clicking on them.

4. 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:

1. Click on the  TAB to open the Contact screen for the Customer record
2. Update the Contact data as required
3. Click the [Save Customer] button to save the changes

Tax Category Data

To Edit the Customer Tax Category Data, follow the steps below:

1. Click on the  TAB to open the Tax Category screen for the Customer record
2. Click the Drop-Down box to select the Tax-Category for the Customer record
   
3. Click the [Save Tax Category] button to save the changes

Rate Tables Data

To Edit the Rate Table Data, follow the steps below:

1. Click on the  TAB to open the Rate Tables screen for the Customer record
2. Click the Drop-Down box to select the Rate Table for the Customer record
   
3. Click the [Save Rate Table] button to save the changes

Authentication Codes Data

To Edit the Authentication Code Data, follow the steps below:

1. Click on the  TAB to open the Authentication Codes screen for the customer record
2. Click the button for the line of the Authentication Code entry that you would like to Edit 
   

3. Make changes to the Authentication Code data parts as required
   

   For more information on Authentication Codes please see the Authentication Codes topic\Click the [Save Rate Table] button to save the changes

4. Click the [Save Auth Code] button to save the changes

Plan Data

To Edit the Plan Data, follow the steps below:

1. Click the TAB to open the Plans screen for the customer record 
2. Click the  Drop-Down box to select the Plan for the Customer record
   
3. Click the [Save Plan] button to save the changes

Web Access Data

To Edit the Web Access Data, follow the steps below:

1. Click the TAB to open the Web Access screen for the customer record 
2. Click the inside the User Name text box to Auto-Populate it with the customers email address
   
3. Toggle the Disabled button to the position desired depending on whether or not you want to allow or block web access for the customer
4. Click the [Save Customer] button to save the changes

• Page:
  Customer - Delete
• Page:
  Customer - Create
• Page:
  RegEx - Walkthrough
• Page:
  Auth Code - Adding
• Page:
  Customer - Edit