Update Customer - Internal Records with Valid Country Code

The country-specific Catalog and Checklists depend upon the country code assigned to the Customer. Use the CSM Desktop Client to set the customer Country Code.

If the option to replace the Customer - Internal form with a version that exposes the Country Code field was chosen, the Customer - Internal records can be manually updated with a country code.

To update the country code for an internal Customer, perform the following steps:

  1. In the CSM Desktop Client, select Customer > Contact Manager from the menu bar.
  2. Select an internal Customer to update.
  3. Locate the Country Code field in the Personnel Information section and enter a valid Country Code.
  4. Save the record.