Customer Management
Setting Up Your Customer
4 Topics
Creating A New Customer
Using The Customer Search
Setting Up Customer References (Super Admins)
Using Customer References
Customer Snapshot
1 Topic
Useful Tools For Quickly Viewing And Gathering Customer Information.
Site And Meter Management
2 Topics
Adding A New Site And Meter Manually
Updating Meter Usage Information
Contact Management
4 Topics
Adding A New Contact
Marking a Primary Contact
Editing Contact Details
Marking An Emergency Contact For A Meter
Next Topic
Setting Up Your Customer
Customer
Management
Setting Up Your Customer
Lesson One
Lesson:
Setting up your customer
Please select a topic from the options below.
Lesson Content
0% Complete
0/4 Steps
Creating A New Customer
Using The Customer Search
Setting Up Customer References (Super Admins)
Using Customer References
Back to Course
Next Topic
Scroll to top
Scroll to top