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14.28 How to Create an Individual Customer File

Apr/1/2007



To create an Individual Customer file simply make sure the individual box  is checked. The toolbar will adjust to reflect an individual contact rather than a business contact.

If this is a Contact that has already been created and you are changing it to a individual contact you may lose information. You will be prompted about this. The view of the toolbar for an individual contact within Customers is below.

This is identical to the business contact structure with the exception of the Personal section you see.

 


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