Maintaining clients

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Maintaining clients

This function allows you to maintain clients.You may create a new client or change or delete an existing clien.

For each client you assign the client a name and if necessary a ring name to which the client belongs.

If you wish to delete a client its name should not reappear as a section name.

Clients are linked to servers in the "Maintain client-server relations" screen.

 
The following actions may be taken in this screen:

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Through the yellow input field you may search for a (part of the) client name.

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Browse through the clients.

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Search by selected data

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Erase the search field.

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Export data to Excel

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Show the history of the client

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Add a client as server. You will be redirected to the manage servers screen where you can select the type of server. Then in managing client server relations you can link them.

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It is possible to change the section name. These changes will be implemented on the server, section name, cable occupation and termination positions. There will be no new section name, the current section name will be overwritten.

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When a contract is selected, link a client to the contract number.

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Cancel changes and exit the screen.

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Create a new client.

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Delete an existing client.

 
 

 


Last edited: 30-10-2017

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