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This section contains the list of contacts of the customer. You can add a new contact by clicking on the (plus) button. To add a new contact, you need to fill all mandatory information which is marked with asterisk in the form, .

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User Account

You can only see this section if your organization has a customer portal. This section allows you to create a user account for the customer to log into your organization’s customer portal.

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This action is to completely delete a customer account, but ONLY IF the customer . Before processing this action, you need to confirm via a Confirmation dialog.

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(warning) Note: The account can only be deleted ONLY IF it does not have any policy, otherwise you will receive this error message.

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Before processing this action, you need to confirm via a Confirmation dialog.

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This textbox allows you to search for an account based on the account’s name; the system will return all accounts whose names contain part of the input.

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