Accessed via the Details Tab within Address Management and selection of Edit (with a single-right-click) from the editing Sub-Menu.
If the address type to be edited is associated with a Customer CRM record then the Customer List form is displayed to enable selection from a list of customers associated with the CRM company attached to the current address group.
The Customer List displays the full name and customer magic number for all customers associated with the company.
The following command buttons are made available within the Customer List form:
Following selection of an alternative customer record (by highlighting with the mouse) this command button returns the new customer record to the Details Tab for the selected Address Type .
Displays the CRM Customer form for the current customer record (highlighted with the mouse) so that it may (priorities permitting) be edited.
Displays a blank CRM Customer form so that (priorities permitting) a new customer may be created.
Returns to the Details Tab without editing the current customer.
Displays online context sensitive help.