How to manage customers associated with an organization?
The Customers module helps
you maintain a database of all your customers, and you can then sort these
customers based on specific categories. Then, when the customers are associated
with an organization, the field technician provides a smooth solution for the
end customer.
1. Select the “Organization” module from the left navigation panel. Next,
please select one of the organizations to manage the customer associated with
them.
2. Select “Edit Organization” to modify the
customer details. Click "Pen" icon to edit the organization.
3. Enter the required customer details and select the “Update” option to update the customer information.
4. If you want to deactivate the customer related to the organization, select the “Deactivate Organization” option. If you want to delete the customer linked to the organization, select the “Delete Organization” option.
Note: You need to deactivate the organization and the delete option will be enabled.
5. Confirm the "Deactivate" button to inactive the organization.
6. The Organization is deactivated successfully.
7. Select the "Delete" icon to remove the organization.
8. Select "Delete" button to remove the organization.
With the above steps, you can now manage the customers associated with an organization. When associated with an organization, the customer’s basic information will create the best solution for the field executive to decide on the service to be performed.
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