CRM Phase 1 - Flipbook - Page 41
STEP
PROCESS
STEP 1
Ensure that the Customer record is in Edit mode
Company record.
in order to detach it from a
STEP 2
From the CRM Shortcuts, click on the
Company icon.
STEP 3
At the prompt Do you want to break the current link? Select Yes.
STEP 4
The Customer record is now detached from the Company record.
Note: within the Additional Details tab the Company field is now blank denoting that a
link does not exist.
STEP 5
If the customer requires attaching to a different company, refer to process 02.002.02
L1 Attaching Customers to Company Records for assistance. Alternatively click on
Save.
Detaching Customers from Company Records
02.002.04.L1 9304E
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