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