Accessing terminology for a customer
You can access the terminology for a selected customer at all times.
Procedure. To access Terminology records for a customer:
Select the Customers > Customer list tab. As a result, you see a list of all the active customers in the system.
If required, use the search box and quick filters to find the appropriate customer. For details, see Searching for customers.
Select the context menu icon
next to the customer's name. From the dropdown menu, select Terminology.Result: the Terminology component is open for the selected customer. You can now search and manage their terminology records. For details, see Terminology in XTM Cloud.