- Submit: Select the “Submit” button or press the “Enter” key on the keyboard to finish and create the record. The message, “Customer Record Created Successfully” will be displayed at the top of the Customer Record (CAD) (also known as a CR) page.
- Cancel: Select the “Cancel” button to go back to CR page. If you have not saved the CR, then a pop-up window will be displayed with the message, “You have unsaved changes and will lose them if you continue. Do you want to proceed?” Select the “Yes” button to cancel the record. The CR page will be displayed.
- Revert: Select the “Revert” button to go back to the last saved version of the CR. The pop-up window, “You have edited the Customer Record Setup. You will lose your updates if you continue. Do you want to continue?” will be displayed. Select the “Yes” button to revert, a message, “Customer Record Reverted Successfully” will be displayed at the top of the CR page.
- Save: Select the “Save” button to save the CR information. The message, “Customer Record Saved Successfully” will be displayed at the top of the CR page.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.