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Edit Multiple Customer Records Simultaneously
Go to Customer > Customer From the List view, select multiple Customer records by clicking the checkboxes to the left of the Customer records Click Multiple Edit from the top right toolbar (this icon will not appear until a Customer record is ...
Delete an Existing Project - Projects
If you no longer need a project, you can delete it from the Projects module. For instructions on how to do so, see below. Note: If you try to delete a parent project without first deleting its child projects, the system will not let you. The ...
Delete a Resource from a Parent PM - PM
If there is a resource attached to a parent PM that you would like to delete, you can do so by following the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Add, Edit, or Delete Customer Address
One or more addresses can be associated with a Customer record. Adding and editing Customer addresses can be done in the Customer module. Skip To: Add an Address Edit an Address Delete an Address Add an Address to a Customer 1. Navigate to the ...
Delete Inspection Records
Go to Assets > Inspection Select Existing Inspection record Click Delete button from the top RHS Click Delete button