Share Customer

Overview

Updated 07/07/2021

 

The Share Customer option of the Actions menu allows you to share the current customer with other branches.

 

 

1. Click the Share Customer option on the actions menu. The Share Customer wizard displays. 
   
   
2. Select the branch, or branches, to share with the customer by placing a check in the box of the corresponding cell of the Select column.
   
   
3. When the branches have been selected, click the Finish button to share the branches and close the wizard.