Customer Setting

Path: System Configs > Customer Setting

Customer settings are configured on a case-by-case basis according to customer needs. This table is designed to be generic, so the field names are also generic. The data configuration should be determined based on the actual customer requirements.

Create Customer Settings

  1. Click Create to access the creation page.

  1. Fill in the data or make selections as instructed below. The fields marked with “*” are required.

  • Item No*: Identifiable category number.

  • Item Name*: Identifiable main categories.

  • Subitem No*: Identifiable subcategory number.

  • Subitem Name*: Identifiable subcategories.

  • Sort: Sorting in the table.

  • Default: Whether it is the default.

  • Value: Five input boxes, PARAM1~ PARAM5, are available for users to configure based on their requirements.

  1. Click Create to save and exit.

Search Customer Settings

Keywords can be entered to search for customer settings.

View Customer Settings

Search for the customer setting to view details, and click on theicon to access the recurring task details page.

Update Customer Settings

  1. Search for the customer setting to modify, and click on the icon to access the update page.

  1. Modify the desired fields, and click Update to save and exit.

Delete Customer Settings

  1. Search for the customer setting to delete, and click on the icon to access Delete page.

  1. Click Delete to proceed.

  1. A warning prompt displaying the message “Confirm Delete?” will pop up. Click Confirm to delete the customer setting and exit.

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