Customer Actions Button Bar

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Navigation:  IMS version 21.9 > IMS Basics - User Guide  > Customer  >

Customer Actions Button Bar

 

On an opened Customer instance, the following functionality is available from the Customer Actions button bar:

 

08customerActions

 

 

All customers

displays every single customer instance (columnar)

Relate Customer To

a Contact or Circuit

Attachments

add related document/s to this Customer

Add Contract

Add related Contract/s to this Customer

Create new

create a new Customer instance

Delete

Delete this Customer

Close Form

closes the entire Customer tab leaving the Home tab displayed