Creating an M3 customer using an M3 CLM account
- Open or create an M3 CLM account record.
- Click Create M3 Customer.
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On Select Template window,
select an M3 Template.
Note: The selected template is the basis for the Account number series. Other values not provided, such as Account group, are copied from the selected template.
- Click Create. M3 Customer.Open bookmark is displayed as a new tab.