AppAdminBiller CustomerTables

Customer Tables

Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use the interface to make changes to the information.

Customer tables are also commonly used for handling settings regarding push reporting.

The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact Servicedesk.

Selectable choices for customer tables:

Date	Enter a date or select one from the calendar view
Number	Enter numbers, select from drop-down list or multi check from multi choice drop-down list
Checkbox	Check or uncheck the box
Text	Enter text, select from drop-down list or multi check from multi choice drop-down list

How to - Show Customer Tables

1. Click on the role Application Maintenance or the role Invoicing in the navigation menu
2. Select Custom configuration > Customer tables

   • A table of customer tables is displayed in the right-hand window
   • If there are more than one table, use the drop-down list to select what table to show

How to - Add Row

1. Click on add in the top left of the table

   • A new row is added

2. Edit or change the fields as appropriate
3. Click on save

How to - Change Row

1. Click on edit next to the item you want to change
2. Edit the information
3. Click on save

How to - Delete Row

1. Check the box for tables you want to delete
2. Click the icon to open the action menu in the toolbar above the table, and select delete

   • The row is immediately deleted

How to - Set Sorting and Visibility Column Settings

It is possible on customer table to change the setting for column sorting and visibility.

1. Select the table you want to edit

   • Read more about how to set sorting and visibility settings on customer table

How to - Set Permissions on Customer Tables

Permissions can be set on customer tables, so that they can only be accessed by selected users.

1. Click permissions

   • Read more about how to set permissions on customer tables

How to - Export to Excel

1. Click on Action menu > Export to Excel
2. Click on save to download the file to your computer