Customer form

The grid form for customers differs from other grid forms insofar as all data for the customer is displayed in the grids. This is mainly out of consideration for exporting to Excel.

When you create a new customer, first select the which is the customer's level 1 placement.  In the customer form, then select Create new. This opens a detailed form with which you create the customer.

Enter a facility_ID, enter a value in at least one of the fields customer ID, customer, property designation or address.

Enter a relevant category figure (h)

Click on the icon at the near left of the node level 1 field to retrieved the highlighted node's name for node levels 1, 2 and 3.

Enter values in the fields for power, consumption, cooling and return temperature. Type 0 (zero) in the fields for which you do not enter values. Select a customer type for power, cooling and return temperature. Then save the customer. You can then edit all data for the customer in the grid form.