Customers dialog

Use the Customers dialog to create and maintain information about your organization's customers and their representatives with whom Questra IDM Application Suite users interact.

Customers list

Profile tab

Contacts tab

Customers list

This list shows the existing customers.

To add a new customer, click Add to open the Customer dialog.
To edit a customer, select it on the list and click Edit to open the Customer dialog.
To delete a customer, select it on the list and click Delete .

Profile tab

This tab shows the customer's profile.

Description	The description for this customer.
Web site	The address of the customer's web site.
Address 1; Address 2; City; State or Province; Postal Code	The customer's street address, city, state or province, and zip or postal code. NOTE: If addresses have not been used for this customer's devices, the customer address is used for them.
Country	The customer's country.
Business	The customer's main business telephone number.
Fax	The customer's fax telephone number.
Other	Any additional telephone number.

Contacts tab

This tab lists the customer's associated contacts, that is, the representatives with whom Questra IDM Application Suite users interact. From here, you can add, edit and delete contacts.

To add a new customer, click Add and define the customer's profile on the Customer dialog.
To edit a customer, select it on the list and click Edit and edit the customer's profile on the Customer dialog.
To delete a customer, select it on the list and click Delete .

First name; Last name; Middle	The contact's first and last names and middle name or initial.
Name suffix	The suffix for this contact, such as Dr. or Ms.
Title	The contact's title.