Customer Explorer Customer Information Right-Click Options Edit Customer Setup

Customer Information Right-Click Options (continued)

Edit Customer Setup (continued)

  Important Note:  If the Branch is changed on the Customer Setup Information form and the Customer has more than one Site record, the Branch on the Site records will not be updated. If the Branch on the Sites needs to be changed, the User will have to manually edit the appropriate Site records.  If the Customer has only one Site record, the application will automatically update the Site branch to the branch selected and saved on the Customer.

2025

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