Customer roles identify different entities involved in a job. OASIS can identify the direct customer (e.g., a distributor), the indirect customer (e.g., a contractor), and specifiers. This article will explain how to assign a customer role to a customer entry. To learn how to add an alternate role, read our Assigning Alternate Roles to Customers help article.
1. Navigate to the Customers page, and select a customer.
2. The "Customer Editor" window will appear.
3. Select the "General" tab.
4. Select the "Customer Type" drop-down menu.
5. Select the "Role."
6. Select "Save and Close." The customer will be available in any role selection or available for any report filter.
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