Customers Procedures This section describes the steps you need to follow to work with customer information. Related Topics:Create a Customer Use these steps to add new customer information. Edit Customer Information Use these steps to edit selected fields in the Information and Customer Hierarchy tabs of the Customers workspace. Submit Customer Information Use these steps to submit a new or updated customer record. Approve or Reject Customer Information Use these steps to review and approve or reject new/updated customer information submitted for your approval. You can also approve (and reject) customers in the Approval Center workspace. Attach Documents Use these steps to associate certain documents with a specific customer. View Customer Documents Use these steps to view a document associated with a specific customer. Add a Customer to a Hierarchy Use these steps to make a customer the sub-customer of another. Remove a Customer from a Hierarchy Use these steps to remove a customer from a hierarchy. Add a Sub-Customer Use these steps to make a customer the parent of another. Parent Topic: Customers HomeAccounts Receivable CustomersCustomers Procedures
Customers Procedures This section describes the steps you need to follow to work with customer information. Related Topics:Create a Customer Use these steps to add new customer information. Edit Customer Information Use these steps to edit selected fields in the Information and Customer Hierarchy tabs of the Customers workspace. Submit Customer Information Use these steps to submit a new or updated customer record. Approve or Reject Customer Information Use these steps to review and approve or reject new/updated customer information submitted for your approval. You can also approve (and reject) customers in the Approval Center workspace. Attach Documents Use these steps to associate certain documents with a specific customer. View Customer Documents Use these steps to view a document associated with a specific customer. Add a Customer to a Hierarchy Use these steps to make a customer the sub-customer of another. Remove a Customer from a Hierarchy Use these steps to remove a customer from a hierarchy. Add a Sub-Customer Use these steps to make a customer the parent of another. Parent Topic: Customers HomeAccounts Receivable CustomersCustomers Procedures