View and update Customer details

 Note    If you experience issues displaying customer data details, or notice that the information about customer or product details is hidden, please refresh your browser to make the details appear.

With Duet Enterprise for Microsoft SharePoint and SAP, you can view and update information about your SAP customers from Duet Enterprise. Changes you make to customer information from Duet are stored in SAP so that they are available to users that have the appropriate permissions

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View Customer details

To see details about a customer, you first create a collaboration workspace for the customer. The customers associated with the customer for which you created the collaboration workspace appear on the collaboration workspace under Customers.

To view customer details:

  1. From the Duet Customer Center, click the down-arrow next to the name of the customer for which you want to view customer details and click Open Workspace.
    Open workspace in Duet
  2. On the Collaboration Workspace page, see Customer Details.

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Update Customer details

To update customer details:

  1. From the Duet Customer Center, click the down-arrow next to the name of the customer for which you want to update customer details and click Open Workspace.
    Open workspace in Duet
  2. On the Collaboration Workspace page, under Customer Details, click Edit Customer A picture of the Edit Customer button and the Edit Item window appears.
  3. On the Edit Item window, add or modify any relevant information, and then click Save.

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