You can administer customers from the Administrative menu on the main Aperio eSlide Manager menu bar.
To Edit or Delete a Customer
Point to the Administrative menu and click Report Customers.
When the Customers page appears, you will see all existing customers that have been set up. Click Edit or Delete beside the listing for the customer you want to modify.
When the Customer Details page appears, you can edit previously entered information or enter new information in any of the fields. You can also select a different logo file or add a new one.
When you are finished, click Save to keep your changes or Cancel to discard them.
If you click Delete instead of Edit, you will see a message warning you that the customer will be deleted from all existing cases. Click OK to proceed or Cancel to cancel the delete action.
If a customer has been defined for a case or project, then you must assign that customer the report templates you want him or her to use before a report can be generated for that case or project. This allows you to organize report templates and associate them with specific customers.
To Assign a Report Template
Edit a customer. On the Customer Details page, go to the Assign Report Templates section.
For each report template that you want to use for reports for that customer, select the Assign to Customer check box.
Click Save to keep your changes or Cancel to discard them.