Adding shared customers without a master site

When a customer record is added in one site, it does not automatically populate in other shared sites. If you want a customer to exist in multiple sites, first create it in one site and then add the existing customer into other shared sites using these steps:

Note: In the following description, "sharing sites" means all categories that contain the custaddr table are being replicated between the sites.
  1. In one site, go to the Customers form. Add and save the new customer records. The customer number, name, and some other data from the custaddr table is replicated to sharing sites
  2. At the other sites, go to the Customers form and select Actions > New.
  3. Specify the customer number. The customer name, address, and some other information from the custaddr table is displayed.
  4. Fill in the rest of the information manually in the Customers form at the sharing site.