Assigning a Parent Customer

.

Service > Miscellaneous > Customers

0r

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Input the name in the Parent Customer field as “Last Name, First Name” and press the [Tab] or [Enter] key on the keyboard.

-or-

Click on the magnifying glass to search for a customer using the Customer Search grid.

4. Click on the corresponding customer record within the Customer Search window.

5. Select the [Save] button in the Action Ribbon.