There are several ways to enter and edit customer information.
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To change the year, click once on the year digits. A double arrow is automatically displayed and the year field is enabled. To modify the year, click the “up” arrow to go back a year or click the “down” arrow to go forward a year. Click anywhere in the window to dismiss the calendar To view a list of the months, click once on the first letter of the month. Once a month is selected, the drop-down list closes. Select a date on the displayed calendar and the calendar window closes. | |||
Calendar - previous month and next month buttons | Click these buttons to view the previous or next month(s) for the currently displayed year.
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ove the cursor over the check box and click the left mouse button. This puts a check mark in the box. The feature is applied to the customer record, until the check mark is removed.
Street Address
You are often required to enter a street address. The IDI platform typically provides three fields for this. The extra fields are for information that does not fit in the first field, for example apartment number. These extra fields may be left blank when not applicable.
Hyperlinks
Underlined items displayed in blue text are hyperlinks. Clicking on a hyperlink may open a different window to perform a related function, or take you to another area to find related information. Hyperlinks are sometimes used to restrict editing access to fields where permission is required to edit data.
