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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
- Under Manage Records, click the Records tab.
- In the drop-down list, select Add/Edit Customers. Click Go .
- Click Refresh to begin refreshing the customer list.
- 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).
- In the drop-down list, select the appropriate dataset.
- Under Begin Refresh? click OK to begin refreshing the customer records list.