Customer Admin

Customer Account Management

This page lets you view the customers that have been assigned to specific accounts, departments and attentions. Using this feature, you can mass change your customer settings without changing them one by one. For example, you can use this page to move some or all of the customers assigned to one account to a different account. For more information on using accounts, departments, and attentions, see About Multiple Accounts, Departments, and Attentions.

1. Click Customer Admin and click Customer Account Management. The Managing Customer Accounts page opens.

2. Click the down arrow in the Choose an Account box and select the account number.

3. Click the Search button. The Loading Customers message appears. The customers associated with the account number you selected appear under the heading Update Customers.

4. You can now change the settings for all the customers shown or you can set limits for the customers to change.

• To change the settings for all displayed customers, go to Step 5.

• To limit the customers shown, click the User Name through Dept Status boxes and specify the information by which to limit. To retrieve all customer accounts containing the word Office, for example, click the User Name box and type Office. Then, select the to the right of the Name box and choose Contains. The system limits the information to include only those records where the word Office appears -- Office Warehouse Supply, Warehouse Office Supply, or Supply Warehouse Office. To limit to a particular department, click the Department box and enter the department number. Then, select the to the right of the Department box and choose Contains. To clear a limit, click the to the right of the box and select No Filter. For more details, see Filtering Information.

5. After you select the customers, you can change the Account, Department, and/or Attention.

• To change the account, click the down arrow in the Default Account box and select the default account to use.

• To change the department, click the down arrow in the Default Department and select the default department to use.

• To change the attention, click the down arrow in the Attention box and select the default attention to use.

6. When finished, click Apply.

7. At the Are You Sure prompt, click OK.