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Dex - How to Navigate the Customer Tab


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24 STEPS

1 The first step is to open Dex. and click Customers

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2 Click Status to show the drop-down-menu of selections of customer statuses.

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3 Click Status to select the status type you'd like to view.

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4 Click Location ID to select a particular ID.

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5 Enter your Location ID.

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6 Click Update, Clear, or Cancel after you've entered your ID.

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7 Updated information will populate to show your selected Location ID view under the column on the far right.

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8 Select State field, and scroll to select your state or use the letter of the state you would like to see (in this instance, 'T', for Texas) and click on Texas.

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9 Click Postal Code to sort by zip code.

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10 Click Update, Clear or Cancel.

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11 Click More Filters to review other sorting methods.

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12 Select any of the sorting options that can narrow your search by anything from Name, Company, Customer Token, or even Location ID.

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13 Click Add Customer to add a new customer and company info from scratch.

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14 Click each field, fill in all details, and click Add Customer at the bottom of the opened screen.

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15 Click Schedules to review any fee schedules.

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16 Click Addresses to review any addresses associated to the account.

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17 Click the Pencil Icon Edit Customer to edit any information you may need to update.

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18 After clicked, the screen will open to edit, make any necessary changes, and be sure you click Save!

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19 Click Actions to review all available actions.

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20 Click Suspend if you need to suspend the user.

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21 Clicking Suspend opens this field to allow a suspension or you may choose cancel.

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22 Click Actions to open available actions again.

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23 Click Delete if you would like to delete this customer information.

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24 Clicking Delete does delete this information permanently.  That's it.  You're done!

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1639605/Dex---How-to-Navigate-the-Customer-Tab

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