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Action | Name | Description |
|---|---|---|
 | Edit Customer | User needs to have the “Update accounts” permission to see this button. This action is to trigger the edit customer form popup where user can adjust information of the customer. More information in https://contemi.atlassian.net/wiki/spaces/SHC/pages/1755775242/Edit+Account  |
Delete Customer | User needs to have the “Delete accounts” permission to see this button. This action is to completely delete a customer account, but ONLY IF the customer does not have any policy, otherwise user will receive this error message  Before processing this action, user needs to confirm via a Confirmation dialog  |
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