To modify customer details, please follow this procedure:
- Log in as Administrator (or a user who has the ‘Manage Customers’ permission). If you are already logged in, skip this step.
- Mouse over the name (hyperlink) of the customer whose details you wish to modify, until it gets underlined. Click on the name to open Customer details screen.
- Make changes to the customer details and click the "Save and close" button to save and exit.
- Alternatively, click "Save" to save changes made so far, and continue editing. When you are done, click "Save and close".
The rows on the list of customers are mouse-sensitive. You can always tell from the way they change color as you mouse over them. Left-clicking anywhere in the row, but the customer name, opens a context menu. More information on context menus, see here.
Disabling customers
The customers who you have no running projects for at the present time, can be disabled. This has the benefit of making them invisible on most lists while retaining them in the database. As you launch a project for a customer that currently has the disabled status, you just change it back to the enabled.
To disable a customer, please follow this procedure:
- Log in as Administrator (or a user who has the ‘Manage Customers’ permission). If you are already logged in, skip this step.
- Mouse over the name (hyperlink) of the customer whos
- Unselect the Enabled checkbox. Click "Save and close".
A disabled customer is effectively one that cannot be assigned to a project as it is no longer visible on a customer drop-down list. However, if a project or a user was formerly assigned a customer that now has been disabled, it may still be visible in reports or the Customer column, as well as on the list of customers, marked in red in the latter case.
