Customer Basic Procedures

Setting Up Customer Responsibility Centers

1. Double-click . The Customer window opens, displaying the information for the last customer used.

2. Select the customer for which to make a change. If you need instructions on selecting a customer, see Selecting a Customer.

3. Click to add responsibility centers to a customer. (This feature is not included in all software packages and may require authorization. For more information, contact ECI² sales.) The Customer Responsibility Centers dialog box opens. For more information, see In the Customer Responsibility Centers Dialog Box.

4. When you finish adding salespersons to responsibility centers, click .

5. Click .

Return to:

Setting Up Responsibility Centers

See also:

About Customer Responsibility Centers