How to change a Customers Metadata.
Instructions
How to change Customers Metadata in the hover menu.
- Configure Customer Screen as defined defined or ask your administrator to configure the Customer Screen.
How-to customize the Metadata Customer Screen as Jira-Administrator - Open Customers within your SD Project http://localhost:8080/projects/SDCS/customers
- Mouse over Customer name
- Edit Title Company, Service Level (hint to hidden and non hidden )
...
- Within your SD Project open Customers.
- To see a Customers Metadata mouse over his/her name.
- You can now edit the Metadata by clicking on it.
- Save the new Metadata by clicking on the check mark or anywhere on the hover menu.
Info |
---|
(visible to the customer) below the name of the Metadata indicates that the customer will be able to see this Matadata in his/her profile. |
How to change even more Metadata.
- To see and change even more Metadata click on the Customers name.
- Now you can see all the Metadata of this Customer.
- To change Matadata simply click on it, change it and save by clicking on the check mark or anywhere on the page (exept the x for cancel).
Related articles
Filter by label (Content by label) | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...