Associate customers with a record

Associate a customer with a record to restrict the records that a person can see when the person has a customer based security profile.

Use the application specific to the type of record that you want to associate with a customer. For example, use the Assets (SP) application to associate one or more customers with an asset.

To associate a customer with a record:

  1. In the Add/Modify Customer Associations dialog box, click Select Customers.

  2. Select one or more customers from the list and click OK.

  3. Click OK to save your changes and return to the application.

See also

Associate a customer with multiple records

Change customer associations

Select customers from a list