Window Details
How Do I...
Create a Relationship between a Customer and a Sage CRM Company
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Window Details |
How Do I... |
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Create a Relationship between a Customer and a Sage CRM Company |
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Select Accounts Receivable Main menu > Customer Maintenance. In Customer Maintenance, enter the customer number. Click the Additional tab, and then select the Relate to Sage CRM check box. In the Sage CRM Company field, click the Suggest Relationship button.
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Use Suggested Relationships for Companies to select a Sage CRM company to have a relationship with the selected Accounts Receivable customer.
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