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In Sage CRM, open the company to create a relationship for, and then click the Summary tab. Click Maintain Relationship. The Create Relationship or Promote Company to Customer window appears. Select the Relate check box. In the Customer No. field, click Suggest Relationship.
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Use Suggested Relationships for Customers to select an Accounts Receivable customer in the Sage 100 system to have a relationship with the selected company.
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