Suggesting company customers

  1. Select Financials > Receivables > Manage Customers > Customer Representatives.
  2. On the Needs Validationtab, select a customer representative record.
  3. Click Suggest Company Customers.
    You can also access the All tab to select and suggest a record.
  4. With a highlighted customer representative from the top list and a highlighted company customer from the bottom list, use the Link To Customer Representative button to associate customer representative to a company customer.