Modify a Customer

You can make certain modifications to a customer record in the Customers (SP) application. You might need security authorization to make some modifications.

To modify a customer:

  1. In the Customers (SP) application, display the customer you want to modify.

  2. Modify fields as needed. To view information for a field, place the cursor in the field and press Alt + F1.

  3. Select any of the following options:

  4. Change the status with the Change Status dialog box.

  5. Add or delete a parent in the Parent field of the Customer tab.

  6. Add or delete contacts on the Contacts tab.

  7. Edit or delete log entries on the Log tab.

  8. Add or remove an association with a response plan.

  9. Add or remove an association with an SLA.

  1. When you complete all edits, click Save Customer .

See also

Change Status

Add a Parent Customer

Add a Contact

Edit or Delete Customer Log

Associating Customers with Other Records

Duplicate a Customer

Delete a Customer