Editing customer details
You can edit all customer details, except the customer location.
Procedure
- Log in to Trados Team.
- Go to the Customers view.
- Select the check box corresponding to the customer whose details you want to edit.
- Select Edit.
- Select the Settings sub-tab and change one or all of the following options:
- Name - Edit the customer name.
- RAG status - Flag the customer with a color that can signal the status of the customer's projects: Green (all is fine and according to schedule); Amber (there are some issues or delays with the customer's projects); Red (the situation is critical and requires immediate attention).
- Select Save.