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Create a Relationship between a Customer and a Sage CRM Company |
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Delete a Relationship between a Customer and a Sage CRM Company |
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Use Customer Contact Maintenance to create and maintain multiple contacts for customer and ship-to addresses.
If you are using the eBusiness Manager module, contacts apply only to .order customers because you can assign more than one user ID to the customer number for a .order customer. Only one user ID can be assigned to a customer number for a .store customer.
If the Customer Relationship Management module is set up and the customer for the selected contact has a relationship with a Sage CRM company, you can create and maintain a relationship between the customer contact and a Sage CRM company contact.
Note If you delete a contact that is related to a Sage CRM contact, the relationship with the Sage CRM contact is deleted, but the Sage CRM contact record itself is not deleted from the Sage CRM system.