Suggested Relationships for Customers

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

Related Topics

   

Create Relationship

Promote Company to Customer

 

Navigation

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.

Overview

Use Suggested Relationships for Customers to select an Accounts Receivable customer in the Sage 100 system to have a relationship with the selected company.

Fields

 

Suggested Relationships for Customers List Box