Customers

This collection contains information related to setting up and managing customers

13 articles in this collection
Written by Angela

Setting Up a Default Customer City

Written by Angela
Updated over a week ago

Setting Up a Customer With Different Mailing and Service Addresses

Where to set up these different addresses

Written by Angela
Updated over a week ago

Viewing Email History for Customers

Written by Angela
Updated this week

Excluding an Assembly from Annual Testing

How to exclude an assembly from upcoming tests

Written by Angela
Updated over a week ago

Customer Requires Testing More Than Once a Year

Written by Angela
Updated over a week ago

What are Parent and Child Customers?

Written by Angela
Updated over a week ago

Parent Customer vs. Service Location

Written by Angela
Updated over a week ago

Viewing Parent and Child Customers

Written by Angela
Updated over a week ago

Assigning a Parent Customer

Written by Angela
Updated over a week ago

Do Parent and Child Customers Receive Emailed Test Reports?

Written by Angela
Updated over a week ago

Deleting Customers

How to archive customer records

Written by Angela
Updated over a week ago

Marking a Service Location as Active or Inactive

Written by Angela
Updated over a week ago

Deleting Service Locations

Written by Angela
Updated over a week ago