Wizard - Choose Customer Step

Use the Wizard - Choose Customer Step to select the appropriate customer for the wizard.  The table following the panel example describes the Choose Customer Step for several Wizards in Edifice.

Tips:

Directions:

To display the Wizard - Choose Customer Step in the Data Entry Panel, open the appropriate Wizard.

 

Data Entry Panel - Choose Customer Step Example:

 

Data Entry Panel - Choose Customer Step Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Customer

Enter the appropriate Customer ID. (up to 12 characters)

Note:  To search for the appropriate customer, click Search .

Tip:  Back is not active for the first step.

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

To close the wizard without validating or saving the data, click Close .