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For information about creating client and/or site contacts, see Working with Contacts.
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Create a Client
Select the App Drawer icon.
Select Architect.
From the Architect home screen, at the top of the tree, select the New Entity button.
Select Client from the drop-down menu.
Fill in the following required fields:
Client Name
Business Type
Search for Address - Enter the physical rooftop address. We will fill out the remaining address fields.
Select Create.
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Edit a Client
Select the App Drawer icon.
Select Architect.
On the Architect home screen, expand Company to display a list of clients.
Select the client you'd like to edit.
Locate the Client Action panel.
Select Edit Client Info.
Edit intended fields.
Select Save.
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Delete a Client
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Deleting a client will also permanently delete any child records associated with the client. This includes sites, systems, equipment, sensors, and client/site contacts. |
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