How to Add or Edit a Customer

Use the Customer page to maintain customer information that identifies the organization with a contract to use ND MMIS and the North Dakota MMIS Web Portal. It can be used to indicate special processing requirements that apply across all the lines of business associated with that customer.

Before you can add a customer, the customer types must set up in ND MMIS.

After you add a customer, it cannot be deleted.

You cannot edit the following information after the customer has been added:

• Customer ID
• Customer Name
• Customer Type
• Begin Date (date customer becomes active)

If any of this information is incorrect, you must close the customer.

On some panels on this page, you can click Add to display additional fields for adding values. Already existing values (if any) are listed in a table. Click a column heading to sort the table according to that information. You can click a table row to see fields for editing values.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To add or edit a customer

1. On the Rules Mgmt menu, click Customer Management.

2. Search for the customer that you want to add, to make sure it doesn't already exist, or that you want to edit.

3. Do one of the following:
   • To add a customer, on the action bar, click Add Customer.
   • To edit, continue to the next step.
4. To identify the customer, on the Customer page, complete the fields in the unlabeled header panel.
5. Optionally, to add or edit address information, in the Address panel, complete the fields:
   1. Do one of the following:
      • To add an address, click Add Address.
      • To edit, in the Address table, click the appropriate row.
   2. In the Address panel, complete the fields.

   3. To store the information in the table, on the Address panel action bar, click Save.

      If the address cannot be verified, you have the option of saving the original address, choosing one of the various versions of the corrected address, or canceling the operation.

6. Review the information for this customer to make sure it is accurate.
7. On the Customer action bar, click Save.

See Also

Customer Page

What Is Customer Management?

About Rules Management

Version as of 5/16/14.