Associate properties with customers to easily create service requests for customers. Properties are based on the property-building-floor/unit structure established on the Property hierarchy for service requests form (BXSERQ).
Follow these steps to associate properties with customers.
Open the Customers form (WMDEBS).
Query for the customer with which to associate a property.
Click the Properties tab. Datastream 7i displays the Properties page.
Property—Click to select the property to associate with the customer.
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If you enter a Property only, Datastream 7i assumes that lower-level values are implied. In this case, you cannot use the same property twice for the same customer. |
Building—Click to select the building of the property to associate with the customer.
Floor/Unit—Click to select the floor or unit of the building and property to associate with the customer.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.