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Changing Business Characteristics

Procedure

To change business characteristics information:

  1. Select the customer. How?

  2. From the Customer Information tab, select Business Characteristics.
    The Business Characteristics screen appears.

  3. Select view/edit in the row for the business characteristics record you want to change.
    The Business Characteristic details screen appears.

  1. Change the business characteristics information.

  2. To save the changes, click Save.