1. View Customers Overview Log
The Customers Overview is a master list of all Customers that have been entered into the RedTeam Flex 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:
Go to Companies > Customers
Click on the View icon and then click View Customer List.
The Customers Overview will be presented automatically in another tab.
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:
Go to Companies > Customers.
Click on the View icon and then click Customer Credential Expiration.
You can filter by several fields, print and/or download a PDF file of this list.
3. Download Customers List
The Customers Overview is a master list of all Customers that have been entered into the system. You may view a printable version of this master list by following the steps below.
Steps:
Go to Companies > Customers.
Click on the View icon and then click Download as PDF. The file will automatically download into your computer.
You can also download spreadsheets with your Customers information:
- A CSV file.
- Customers without Contacts (Only company information).
- Customers with Contacts (Companies and contacts information).