Customer Explorer Customer Tree Options & Activities Systems Systems Right-Click Options
Customer Tree Options & Activities
Right-clicking on the System option will display a list of two options; New System, and Refresh.
New System - A new System record may be created by selecting this option. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
Refresh - Selecting this option will refresh the list displayed in the Active Pane.
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