Changing Trade Reference Information for a Customer

Procedure

To change trade reference information for a customer:

  1. Select the customer. How?

  2. From the Customer Information tab, select Trade Reference.
    The Trade References screen appears.

  3. Select view/edit in the row for the trade reference you want to change.
    The Trade Reference details screen appears.

  4. Enter trade reference information.

  5. To save the trade reference information, select Save.