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View and Update the Customer List

1. Navigate to the Customer List screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Customer Admin > Customer List from the main menu to display the Customer List screen.

   

2. Sort and Filter Reporting Screen Data as needed to modify the list displayed on the screen.
3. Complete the following procedures as needed:

   • Import Customer Data

     Note: Customer data may be imported into the Customer List screen by creating, populating, and importing a formatted Excel file.

   • Manage System-Identified Duplicate Customer Records

     Note: Customer records that contain similar information (as identified by the system) may be merged into a single record or permanently distinguished from each other.

   • Manage Manually Identified Duplicate Customer Records

     Note: Customer records that contain similar information (as identified by the user) may be merged into a single record or permanently distinguished from each other.

4. Click the tab's Close button to close the screen.