Use this screen to review a list of the customers to whom a specific authorized user is assigned for use in the Tracker application.
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Access this screen by entering a valid authorized user bar code or ID on the Customer Relationship - Launch screen. Use the filters above the columns to focus the list on the records you want to review. Press F6 to add more customers to the user. Use the options and function keys to edit the records or to review customer orders and jobs to which the user is assigned.
Customer Relationship - Launch
Customer Relationship - List
Option |
Description |
2 |
Edit. Enter 2 in the Option field to advance to the Customer Relationship - Add screen and edit the customer relationship record. |
4 |
Delete. Enter 4 in the Option field to delete the customer relationship record. |
5 |
Display. Enter 5 in the Option field to advance to a view-only version of the Customer Relationship - Add screen. |
8 |
Jobs/Orders. Enter 8 in the Option field to advance to the Assign Customer Job or Assign Customer Order screen. |
Displays the number and name of the authorized user for whom you are adding customer relationships.
Displays the number and name of the customer to whom the authorized user is assigned in his/her master record.
Displays the number of the additional customer to whom the authorized user is assigned.
Displays the name of the additional customer to whom the authorized user is assigned.
Displays the name of the authorized user's supervisor when working with that customer.
Function Key |
Description |
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
F3 |
Exit. Exit the page or program. |
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
F6 |
Add. Advance to the Customer Relationship - Add screen to add a new customer relationship record. |
F9 |
Maintain Customer Jobs/Orders. Advance to the Assign Customer Job/Assign Customer Order screens. |
F12 |
Cancel/Previous. Exit the program or move back a screen. |
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