In the Customer Center, search for and select the Master customer.  With the Master customer record open, from the sidebar menu select Views > Sub-Customers.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Sub-Customers

Applies to:  Customer Center

The Sub-Customer view displays Sub-customers associated with the Master Customer. This view only appears when viewing a Master Customer.

Key Fields

Status

The current status of the sub-customer. More...

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Click New Sub-customer in the toolbar to open the Sub-customer data entry form.

 

The button is only available on the Sub-customer view with a Master Customer open.

Enter customer information by choosing sections of the form from the sidebar menu. Save your entries as often as you like or wait until you're finished entering data for the entire form. You don't lose information when switching between sections.

When you are finished, you have the following options:

  • Save: Saves what you've entered and the form remains open.
  • Save and Return: Saves what you've entered and returns you to the Master Customer.
  • Exit: Closes the form without saving information you've entered since you last saved the form and returns you to the Sub-customer Overview page.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.