Editing and Validating Customers
A newly created customer appears on the Customers Page. To edit/validate a customer, follow the steps below
Step 1 - Open The Edit Customer Popup
Head to the Customers Page via links available on the Left Navigation Bar. On the Customers Page, search for your desired customer in the Customers Table or filter customers to find your desired customer. Once visible on the Customers Table, click on your desired customer's row to open the Edit Customer Popup.
The Edit Customer Popup features an info bar at the top, that displays the customer number and customer name. A yellow badge adjacent to the customer name indicates that the asset is currently marked invalid due to missing required or required for validation information. To learn more about required and required for validation fields, you can refer to out field settings guide
Hovering over the yellow badge will display a list of all validation errors. Clicking on any of these errors will navigate user to the relevant tab within the Edit Customer Popup.
A red badge adjacent to the customer name on the info bar indicates that the customer is banned.
Tabs highlighted in yellow indicate that some required or required for validation information is missing within the highlighted tab.
Step 2 - Edit And Save Desired Information
The Edit Customer Popup features several tabs that contain categorized information. Fields that appear in red are required fields, where as fields that appear in yellow are fields required for validation.
To modify information, simply click on a field and enter/modify information. When information is modified, the Save button will display a red badge to indicate stale information that has not yet synced with our database. Clicking the Save button will sync this information on our servers and the red badge will disappear.
Step 3 - Validating A Customer
The Edit Customer Popup auto-saves information, unless there are empty fields that are either required or required for validation.
An attempt to save a customer with missing required information will always fail, and the user will be guided to the first field that has missing required information. All required fields must be filled to enable saving the customer, and to be able to mark the customer as validated.
An attempt to save a customer with missing required for validation information will prompt the user with a warning. The user can choose to proceed with saving the modified information or abort. All required for validation fields must be filled to be able to mark the asset as validated.
Once all required and required for validation field on a customer are filled and synced with our servers, the yellow badge indicating validation errors will disappear and the customer will automatically be marked as validated.
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