Skip to main content
All CollectionsRedTeam FlexRedTeam Flex - Customers
RedTeam Flex - Manage Customer Overview
RedTeam Flex - Manage Customer Overview

This list displays your customers currently in your database

Updated over a year ago

1. View Customers Overview Log

The Customers Overview is a master list of all Customers that have been entered into the RedTeam system. The Customers Overview log is a printable electronic copy of the master list of Customers in the system. The log itself does not give you the option to edit a specific Customer, that process must be done from the Overview tab.

Steps:

• Click "View"

• Select "View Customers List"



2. View Customer Credential Expiration

The Customer Credential Expiration log is a list of all Customer Credentials, or qualifications and certifications, and their expiration dates. If a credential on file is due to expire, it is important to update the records as soon as possible with the new credentials.

Steps:

• Click "View"

• Select "Customer Credential Expiration"



3. Download Customers List

The Customers Overview is a master list of all Customers that have been entered into the RedTeam system. You may view a printable version of this master list by clicking "View" and selecting "View Customers List" from the dropdown. From the view icon, you may also download the list as a PDF by following the instructions below.

Steps:

• Click "View"

• Select "Download as PDF"

Did this answer your question?