Edit - Data management

How do I set up Customers in my UniGuard Patrol Management System?

Customers are the organizations that your business supplies the patrol service to.

To edit customers, select the Edit/Customers menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

• To insert a new customer, click the Insert button and enter the customer details. Click the OK button to save the new customer, or the Cancel button to cancel the insert.
• To edit a customer, click the Edit button and edit the customer details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
• To delete a customer, click the Delete button. If the customer has contacts assigned, these contacts will need to be deleted or assigned to a different customer first.

Customer Details

• Name The name of the customer or organization
• Street Address The customer's physical address
• Postal Address The customer's mailing address
• Telephone The customer's telephone number
• Fax The customer's facsimile number
• Webpage The customer's website address

Once your customers have been inserted, multiple Contacts can be inserted for each customer.