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Client Management Customer Explorer RMR Management Creating a New Recurring Line
Creating a new Recurring Line (continued)
3. The New Recurring Item form will be displayed. Two optional forms, Royalties/Commissions and Changes form are contained on this form. Enter the information according to your company policies and procedures then press the Save button located at the lower right of the form.
Follow the link for definitions of each data entry field on the New Recurring Item form, Royalties/Commissions form and the Changes form. Recurring Line Data Entry Field Definitions.
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