Alias ID Update screen

The Alias ID Update screen allows the user to create or modify an alternate ID number for a customer and to view a list of all alternate IDs.

Use the Alias ID Update screen

Select Customer Admin > Alias ID Update from the main menu to display the Alias ID Update screen.

Complete the desired procedure(s) with onscreen features.

Grid Layout Controls

Complete the following to save a layout:

Select the desired combination of filters, sorts, groupings, etc.

Note: Filters selected in the Attributes section are not included in a saved layout.
Enter a name for the layout in the Default Grid Layout field.

Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not.
Click the Save button beside the field to save the current layout under the name in the field.

Select the desired layout from the Default Grid Layout drop-down to recall that layout.

Note: Select the Default Grid Layout option to recall the default layout.

Enter a term (string of characters) in the Search field to display only records containing that term.
Click the Clear Search (X) button to undo the Search field filter.
Click the Clear All button to undo all filters.
Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.)
Click the Export to Excel (Table) button to export the data to an Excel file.
Click the Column Chooser button to hide or display individual columns.