Certificate Manager customer
Customer records play a key role because each certificate is tied to a customer. Certificates can't exist without customers.
Customer components
Customer records have these components:
- Customer name:All records require a customer name. You can change the name after you create a record, if needed.
- Customer number and company:A customer number's tied to a single Determination company and both are required when you create a customer. You can't change the customer number or company after you create a customer record.
- Address:Customer addresses are optional.
- Customer custom properties:If you create custom fields for customers, they're available when you create or edit customers.
- Note:You can insert 1 or more notes to give users additional information about customers.
- Contact:Primary and secondary contacts are optional. If you want to add a contact record to a customer, first name, last name, and email address are required.
- Contact custom properties:If you create custom fields for contacts, they're available when you create or edit contacts.
important
If you delete a certificate, the customer record isn't deleted. However, if you delete a customer, all attached certificates are deleted.