CRM Phase 1 - Flipbook - Page 40
Detaching a
Customer from a
Company record
Ensure that the
Customer record
is in Edit
Select the
Company icon
from CRM
Shortcuts
No
Do you wish to break
the current link?
Returns to the
Customer record
Select Yes
YES
Does the customer
record need to be attached to
a different company?
The Company field under the
Additional Details tab within
the Customer record will now
be blank and the Contact
method will be set to 2 for
the Home Address
Refer to process
02.002.02
Attaching
Customers to
Companies
Click on Save.
The Company record is now
detached
Detaching Customers from Company Records
02.002.04.L1 9304E
Page 40 of 115
