This article applies to:CertCapture
Keep your customer information up-to-date in CertCapture so that you're prepared in event of an audit.
- Edit customer details.
Update your customer details in CertCapture to make sure you have their current information, such as their mailing address and contact information.
- Create custom fields for customers.
When you can't find the right field in CertCapture to store information about your customers, create a custom field.
- Add attributes to a customer.
Use attributes to note specific details about your customers, such as when a business has closed or when their address has changed.
- Unlink a document from a customer.
If a customer was linked to a document in error, unlink the document from the customer.
- Unlink a ship-to region from a customer.
If you no longer ship to a customer in a certain region, remove it from the customer details.
- Delete a single customer or delete multiple customers.
Delete customers that you no longer need in CertCapture. If you no longer do business with the customer, consider and adding the No Longer Customer attribute instead of deleting the customer.