Attaching Partners to a Customer

Access the Customer - Manage {Customer Name} form's Contact and Partner tab and then click the Partner link.

1. In the grid, click the link for the partner whose information you want to view or modify.

2. On Address Book Revision, view or modify partner information.

3. To assign a new partner, click the Assign Partners button, find and select the partner on the Link Partners form, and click Select.

   The system populates the grid with the selected partners.

4. To remove a partner, select the partner and then click Remove.