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      Edit a Customer Record in Texada Web

      Describes how to access, view, and edit a customer record in Texada Web.

      Type

      How to

      Audience

      Texada Web Service Manager or Counter

      Products

      Texada Web, Texada Mobile

       

      Context

      Edit a customer record in Texada Web when you need to view or update a customer’s details. For example, if you need to update a customer’s site information, you can edit the record and add a new site. 

      Note: You cannot update all fields on a customer record.

      You can customize the lists of contacts, sites, or driver’s licenses while editing a customer profile.  See: “Customize a List in Texada Web ” for more information on customizing and filtering these lists.

      Before You Begin

      Required: Internet connection; valid Texada Web login credentials and access permissions; an existing customer

      Optional: Mobile device with an Internet connection

      Steps

      To edit a customer record, do the following:

      1. In the Texada Web menu bar, navigate to Customers > Customer List
        The list of existing customers opens in the main area
      2. Click the customer you need to edit
        The CUSTOMER page opens in the main area
      3. Click Edit
        You can edit the fields in the record
        Note: Not all fields can be edited
      4. Optional: Click +SITES to view and add to the list of sites associated with the customer
        The SITES section expands to display additional fields
      5. Optional: Click the Customer tab to view a list of sites that are specific to that customer and can only be selected for that customer
      6. Optional: Click the Global tab to view a list of sites that more than one customer can be added to
      7. Optional: To add a new Customer or Global site to the customer record, do the following:
        1. Click Add New Site
          The Add New Site pop-up opens
        2. Optional: Type or use the calendar menu to record the date the site was opened in the Open Date field
        3. Type a name for the site in the Site Name field
        4. Optional: Check Open if a site is open (active) or leave unchecked if the site is closed (inactive)
        5. Optional: Check Global Site if the site is a global site and you need it to appear in the list of global sites
        6. Optional: Type any additional information in the appropriate fields
        7. Click Save Site
          The site is added to the list of sites
          Note: Click a site in the list to update the site information
      8. Optional: Make any additional updates to the customer record
      9. Click Save Changes
        Your updates are saved

         

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