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Customers

This section enables you to:

  • View

  • Edit or Add (if set in Instance settings)

  • Export

The ability to Add or Edit is determined by the settings (customization ) for your Instance. This is useful when Customer data is primarily managed in another source -- in your ERP for example. This prevents users from adding or editing records that would be overwritten on the next refresh (import or via Velosity API).

List

List

Detail

Detail

Add

Adding a customer may be disabled by your administrator if customer data is synced from another source (import or via API)

Add

Edit

Editing a customer may be disabled by your administrator if customer data is synced from another source (import or via API)

Edit

Import

Importing of customer data from another source is possible via CSV files. Sample format here: - Customer Import Format. You can export the current data (sample or yours) to get the currently support format.

You can search for a Customer using the search bar at the top of the Velosity window. A few characters of the Customer name will return search results across all entities. You can restrict the search to just Customers by using this syntax (case insensitive):

  • cu:searchtext
  • CU:searchtext