Change customer associations

When an association between a customer and a record is not correct, you can change the customer association.

To change a customer association:

  1. In the Add/Modify Customer Associations dialog box, make one or more of the following changes:

  2. To add customer associations, click Select Customers, select one or more customers from the list, and click OK.

  3. To change the primary customer, select the Primary check box next to the customer that you want to become the primary customer. You find the Primary check box on certain applications where one customer association takes precedence over other customer associations.

  4. To remove a customer association, click Mark Row for Delete . If you want to remove a primary customer association when a record has more than one customer associated with it, you must first change the primary customer.

  1. Click OK to save your changes.

See also

Select customers from a list