Client Management Additional Customer Data Entry Additional Systems

Additional Customer Data Entry (continued)

Additional Systems

If additional Systems need to be set up for Customer Sites, follow the instructions below.  Additional Systems may be added at any time.

1.  From the Customer Explorer, highlight the Systems menu option.  Right-click and select the New System option.

2.  The Select Customer Site form will be displayed; double-click on the Site record in the list to which the System will be linked.

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