Reviewing the Details of a Customer User
In the details page of a 'Customer User', you can see a set of buttons in the toolbar. Each step shown in Figure 1 is explained in the below table.
||Click to return to the list people page|
||Click to edit the customer user|
||Click to archive the customer user|
||The details of the customer user with the name of the customer organisation to which the user has been added|
||The address and additional details of the customer user|
||All the latest activities will be displayed in the widget|
Edit Customer User
Click on the 'Edit User' button as shown in Figure 2.
Edit the requisite information in the 'Edit Customer User' screen and click on the 'Submit' button to save your edits as shown in Figure 3.
Archive Customer User
Click on the 'Archive User' button as shown in Figure 4.
Upon doing so, the 'Archive User' pop-up window with the buttons 'Proceed' and 'Cancel' will appear with a user message as shown in Figure 5. Click on the 'Proceed' button to archive the User. Click on the 'Cancel' button to close the pop-up window.
Click on the 'All' link from the Latest Activities widget to view the list page of 'Activities' as shown in Figure 6.