Customers

Platform Settings - Customers Page

To view the Customers Page, head to the Platform Settings Page via links available on the Left Navigation Bar and click on the Customers Tab (if not already selected).

The Customers Page allows viewing/modifying the following settings pertaining to customers:

1. Default Payment Type (for customers)

2. Customer Field Settings

The Customer Fields Settings govern the degree of importance a field has in customer creation and validation. Any field of data can have one of four field settings:

1. Require: Fields with the require setting cannot be ignored on entity creation. Providing these fields is a must when creating a new customer within CloudERM.

2. Validate: Fields with the validate setting are essential for business/organizational processes. While customer with missing or outdated data on validate fields can be created in CloudERM, these customers will be rendered invalid, and processes will be restricted for the customer until valid data is provided.

3. Optional: Fields with the optional setting can be ignored. Customers with missing/outdated data in these fields have no restrictions on creation and processes.

4. Omit: Fields with omit setting are ignored by the software. These fields are not displayed on the software's UI and any past data in these fields is ignored.

Customer Fields can have a default setting, or can have custom settings for "On Account" and "Pay On Open" customers. This means that a field that is only set to require for "On Account" customers will not be required for "Pay On Open" customers.

To delete a custom setting, simply hover over the setting. A small cross button will become visible on hover. Click the button to delete the custom setting.

To modify information, simply edit the field and click on the Save Settings button to sync settings with the server.