Learning Center

Managing customer entity assignments on a customer record is an important feature of creating a successful customer record and can be easily done by following these few simple steps:

This article applies to + Professional and + Enterprise.

1.  Start by clicking on the Customers icon on the main ribbon.

2.  Create a new Customer Record or open an existing Customer Record from your record list.  

If creating a new Customer Record, all required fields must be filled in and then saved before you can proceed to Step 3.

3.  Select the Entity tab, then from the Entity drop-down menu, select the desired Entity, then click on the Add Entity icon.

To delete an Entity, go to Step 4.

4.  To delete an existing Entity, click on the Delete icon.  You will be asked to confirm the deletion.  Once you have confirmed the delete action, the Entity will be deleted.

Useful Links to Related Articles:

To learn how to Create a Customer Record, click here.

To learn how to View Customer Invoice and Work Order History, click here.

To learn how to Manage a Customer’s Address, click here.

To learn how to Manage a Customer’s Phone Number, click here.

To learn how to Manage Attachments and URL’s on a Customer Record, click here.

To learn how to Manage Notes on a Customer Record, click here.