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XTM Cloud 26.2

Customer Editor – Settings

In the Customer list > Settings tab screen, Project Managers can customize the system settings for each customer.

Procedure. To access the Customer list > cog-solid_DEL Settings tab:

  1. Select the Customers > Customer list tab.

  2. Select the required customer in the Customer list screen.

    Result: the Customer list > Edit view is opened for the selected customer.

  3. From the left-hand side panel, select Settings.

    Result: the Customer list > Settings tab screen is displayed.

The visibility and default values in Customer list > cog-solid_DEL Settings cascade down from the system settings, which are set by the XTM Cloud Administrator.

The Customer list > Settings tab screen contains these sections:

In this section: