Working with Clients in Architect
- Kimberly Onnen
A Client is representative of your customer.
For information about creating client and/or site contacts, see Working with Contacts.
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.
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.
Delete a Client
Deleting a client will also permanently delete any child records associated with the client. This includes sites, systems, equipment, sensors, and client/site contacts.
To delete 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 delete.
Locate Client Actions
Select Delete Client.
Confirm the deletion by typing Delete in the text field provided.
Select Delete.