Customer Maintenance Function - Update Scenarios

Scenario 1: Change Details of Customer Information File

Details

Step 1

From the Tree Menu, search for the Customer Maintenance function and click once on it.

Step 2

By default, system will open up the Customer Search Criteria panel

Step 3

Proceed to input value for the search criteria field located at the Customer Search Criteria panel.

Step 4

Then click once on a relevant search criterion button.

Note: If there is only one record found, Step 5 and Step 6 is not applicable.

Step 5

System will retrieve existing customer records and displayed accordingly at the Customer Listing pop-up window, if there are more than one record found.

Step 6

Double-click an existing customer record at the Customer Listing pop-up window.

Step 7

System will display the details of the selected customer record at the Customer Maintenance panel at the available sections, as follows:-

  • Main

  • Address

    • Postal Address

    • EMail

  • Contact Info

  • Employment

  • Deposit Info

Step 8

Click once on each of the section, and then proceed to input value into all the fields at the respective sections and sub-sections.

Step 9

Click once on the Add button on these sections, to proceed with the required data input at the related pop-up windows, and then click once on the OK button, respectively:-

  • Address - Address Editor

  • Contact Info - Editor Screen

  • Employment - Editor Screen

  • Deposit Info - Editor Screen

Note: Click once on the Remove Delete button of a record, to remove it, if required.

Step 10

Lastly, click once on the Save button to save all data. Upon confirming on data saving, system will proceed to capture and save data inputted into the system.

Note: Click once on the Cancel button, to discard any input or changes made.