Customer Actions
How do I get here? | Customers Menu ► Search ► Select Customer ► Actions tab |
Purpose |
The Customer Actions tab allows quick access to the Invoice Review tool, the Change Password tool for the customer as well as the Impersonate Customer tool. |
Security | Customers Module.Access *See each tool for additional security restrictions |
Taxing Impact | N/A |
Commission Impact | N/A |
Data Field Definitions | N/A |