Customer Warning Notes

Warning notes are maintained by site administrators. They are displayed when:

• a record is selected in Customer Maintenance
• the customer account is selected for a user in CMS
• a new self-registered user is reviewed by the approver

Below are examples:

Step-by-step guide

1. Enable Warning Notes

1. In the CMS or on the website, navigate to Settings → Settings (/zSettings.aspx).
   
   
2. On the General tab, find and tick the Enable Customer Warning Note checkbox.
   
   
3. To save the setting, click the Update button.

2. Add a Warning Note

1. In the Customer Maintenance screen (/CustomerMaintenance.aspx), search for the required customer.
   
   
2. Click the Customer Details tab.
   
   
3. Click Modify.
   
   
4. In the Warning Note field, enter the warning text.
   
5. To save it, click OK.

Related help

• Page:
  User Impersonation
• Page:
  Create CMS Users
• Page:
  MS Active Directory Setup Guide
• Page:
  Microsoft Azure AD SSO
• Page:
  B2B User Registration