Suggested Relationships for Companies

 

Window Details

 

How Do I...

Navigation

 

Create a Relationship between a Customer and a Sage CRM Company

Overview

     

Fields

     

 

Related Topics

   

Customer Maintenance

 

Navigation

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.

Overview

Use Suggested Relationships for Companies to select a Sage CRM company to have a relationship with the selected Accounts Receivable customer.

Fields

 

Suggested Relationships for Companies List Box