Customer Records
- Alt. Email and Mobile Phone Fields Do Not Show in the Customer Form
- Allow Users to Add Other Relationships to Entities
- Resolve Error: "The system cannot process changes of the entity-subsidiary relationships entities with multiple subsidiaries can be shared between only vendor and customer records."
- Copy Addresses from One Customer to Another via CSV Import
- Merge Into Field is not finding Duplicate Customer Record
- Custom Role does not See the Duplicate Warning Message when Creating a New Customer Record with Potential Duplicates
- Update Item Pricing on Customer Record Without Overwriting the Whole Sublist
- Giving Access to the Transactions Subtab on Entity Records
- Create Vendor Record from Customer Record and Vice Versa
- Giving Customers Access to Invoices
- Inactivating or Deleting Customers
- Change the Default Sales Rep of Customer
- Condition on Credit Limit Handling for Parent and Sub Customer
- Remove Pricing Groups on Customer Records via CSV Import
- Update Pricing Group in Customer Record Via CSV Import
- Change Currency Symbol for Multiple Currency Customers
- Merge Customer Records > Can't merge customer due to Sub-Company /Sub-Customer
- Preferred Shipping Method for a Customer