Page tree

After you add customer records from ACS People or Organizations, you must refresh the customer list to display these records on the grid.

 To Refresh the Customer List
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Click Refresh to begin refreshing the customer list.
  4. Under Current Record has been refreshed. Continue Refreshing... select the appropriate option (Customer Records Added from People, Customer Records Added from Organizations, or Customer Records Added from HeadMaster).
  5. In the drop-down list, select the appropriate dataset.
  6. Under Begin Refresh? click OK to begin refreshing the customer records list.