Customers

This collection contains information related to setting up and managing customers

13 articles in this collection
Written by Brock Sheehan and 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 Brock Sheehan
Updated over a week ago

Excluding an Assembly from Annual Testing

How to exclude an assembly from upcoming tests

Written by Brock Sheehan
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 Brock Sheehan
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