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