Associate a customer with multiple records

Associate customers with records to restrict the records that a person can see when a person has a customer based security profile. To save time, you can associate multiple records with a customer in one task. You can associate a customer with multiple records in several applications.

Create the associations in the application specific to the type of association that you want to create. For example, if you want to create customer associations for multiple locations, use the Locations (SP) application.

To associate a customer with multiple records:

  1. Create a set of records to associate a customer with:

  2. Select Advanced Search > More Search Fields to create a set of records.

  3. Use the List tab to search for records that meet your criteria:

  1. Select the Select Records check box.

  2. Select each record that you want to associate with a customer.

  1. From the Select Action menu, select Associate Customers.

  2. In the Action field, select Add.

  3. Specify a customer to associate with the records.

  4. Optional: In the Type field, specify the type of association that you want to make between the records and the customer.

  5. Click OK. If this customer is the first customer associated with any of the records, then the customer becomes the primary customer for those records.

See also

Remove a customer association from multiple records

Change customer associations