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How do I add related customers in the Customers App?
Updated on February 5, 2021 06:19AM by Admin
- Login and access the Customer app from the universal menu.
- Create a new customer or select the customer from the list.
- Here, customer Art Venture is selected.
- In the Customer overview section, scroll down to view the Parent Customer.
- Click on the Search Icon.
- In the Search and select popup, select the customer from the list.
- Selected customers are added as the Parent Customer to the Art Venture.
- Then, click on the Save button.
- The customer is related to this Parent customer.
- Click on the More details in the Parent customer field.
- You will be directly redirected to the Parent customers’ Overview page.
- Scroll down to view the Related customer section.
- The Customer Art venture will be automatically added to the related customer section.
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