Back


Customer Edit

This help page corresponds to the following Administration screens:

  • Customer preferences
  • Customer shipping information
  • Customer billing information
These screens allow you to enter or change information relating to the customer. The fields displayed on these pages are dependent on how the Site Administrator or Super User set up Interchange Administrator. For assistance with completing these pages, see your Site Administrator or Super User.

Functions

OK
After completing the necessary information on the page, click OK to commit your changes/additions. The page is refreshed and the changes are committed.

Cancel
Abandon entered changes without committing them. The page is refreshed, displaying only the original information.

Auto-Export
Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system.

Features

The meta link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on meta links, see the Meta Field Information page.