Comdata CustIds
SF04 Primary User/Customers
You can add a new Comdata CustId, view existing Comdata CustId for a customer, assign it to a customer or remove it from the customer’s profile
1. Add New Comdata CustId
Please follow the instructions below -
a. Click on Add New Comdata CustId
b. Enter Comdata CustId
c. Enter Description
d. Click on Save
2. View existing Comdata CustId
Please follow the instructions below -
a. Click on Select Customer to select the desired customer to view all the existing Comdata CustId(s) for the customer
b. To remove,
i. Click on Select Customer to select the desired customer to view all the existing Comdata CustId(s) for the customer
ii. Click on gear icon
iii. Click Remove Profile
3. Assign Comdata CustId to a customer
Please follow the instructions below -
a. Click on Select Customer to select the desired customer to view all the existing Comdata CustId profiles for the customer
b. Click on Load New ComdataCustIds…
d. On New Customer Comdata CustIds screen, Select Comdata CustId(s) on that you want to assign, or Select “Select All” on to assign all the available Comdata CustIds to the customer
c. Click Add
4. Remove existing Comdata CustId
Please follow the instructions below –
a. Click on Select Customer to select the desired customer to view all the existing Comdata CustId(s) for the customer
b. Click on gear icon
c. Click Remove Profile