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Associate terms with a customer

edit customer

To do this task

  1. Click Customer Center.

  2. Double-click the customer you want to apply the terms to.

  3. Click the Additional Info tab and enter the terms you want to apply.

These terms will always be associated with the customer and will automatically fill in whenever you create a sales form for this customer.

12/10/2017 4:03:01 PM
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