Manage customer data, meter specifications, and historical archives. Ensure that all field service activities link to accurate consumer profiles and localized supply data.
Prerequisite
Before you start, to understand more about the facility types customers interact with, see Understand facility types.
Follow the UI path
All following instructions start from this system path:
Features > Core > Asset Management > Customer Search
Search existing customers
To find a customer:
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In the Filters panel, enter at least one search parameter.
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Click Search.
Add a new customer
To define a new customer’s personal data, supply location, and technical meter details:
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On the Customer search page, click + New.
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In the Customer tab, enter:
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Code: The customer’s unique internal ID.
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Facility type: The facility type for the customer.
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State: The customer’s state.
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Town: The customer’s town.
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Click Save.
What’s next
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To add supplemental media to their profile, see Manage customer multimedia.
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To view customer history, see https://overit-docs.atlassian.net/wiki/pages/resumedraft.action?draftId=726007832&draftShareId=83509e54-0369-407c-8dbe-6e6e91ce25b2&atlOrigin=eyJpIjoiNDM3MDhlYTg4Y2Q1NGM4ZjhhYTRkZjk1OWNhNmVhMDkiLCJwIjoiYyJ9.