CUSTOMER MASTER MODIFY/VIEW

The Modify/View section in the Customer Master module allows users to manage customer records efficiently. Users can add new customer entries, search for specific records, and view or modify existing details. The interface also supports file uploads, ensuring comprehensive customer data management with easy access and updates.

  1. Click on "Masters".
  2. Click on "Modify/View" under "Custom Master".

STEPS TO MODIFY/VIEW

A page will be displayed where users can view the created Customer master records.

Once a Customer master is created, it will automatically appear on this page.

MODIFY/VIEW PAGE

Actions

MODIFY VIEW ACTION

  • Edit: Click on the edit icon to open the page where user can modify the required fields.

  • View: Click on the view icon to view the created Customer master.

  • File Upload: Click on the file upload icon to upload the required files.

Icons

MODIFY/VIEW ICONS

  • Plus Icon(Add Record): Click to create a new record.
  • Export to Excel Icon: Click to export the displayed data to an Excel spreadsheet.
  • Search Input: Enter keywords to filter the displayed records based on any column content.
  • Refresh: Click to refresh the data displayed in the table.
  • Home Icon: Navigate to the home or main page of the application.
  • Back Icon: Navigate back to the previous page.