Use the Customers tab of the Manage Releases dialog box to create, edit, view, and delete customers and to forward releases to customers or withdraw releases from customers.
Customers tab
|
Field |
Description |
Rules and Guidelines |
|
New
|
Click to create a new customer. |
|
|
Open
|
Click to view or edit the selected customer. |
Opens the Open Customer dialog box. |
|
Delete
|
Click to delete the selected release(s). |
|
|
Forward to Customers
|
Click to forward one or more release(s) to the selected customers. |
|
|
Filter |
Select an option to choose which customers are displayed. |
The default is All Customers. |
|
Click to display the list of customers in a browser window. |
The HTML list can be printed or saved as a file. |
|
Click to display the list of customers as a list of comma-separated values. |
The .CSV list can be saved as a text file. |
|
Select column heading |
Click to select or deselect all the customers. |
|
|
Select check box |
Select to include a customer. |
|
|
ID |
The name of the customer. Click the link to display the Open Customer dialog box for the customer. |
|
|
Location |
The location of the customer. |
Display only. |
|
Project |
The customer's project. |
Display only. |
|
Contact |
The customer contact details. |
Display only. |
|
Comments |
Any additional comments relating to the customer. |
Display only. |
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