Combining Customer Cards
Hi All, We are implementing a new project management system. There are a number of customer cards which were set up for different job but are essentially the same customer. The new project manageme...
Forum Discussion
Hi smm,
While you're waiting for other users to jump in with their thoughts and advice, here's a hot tip: always back up your progress! You’ve already nailed that part, so good on ya.
Other folks on the forum might have heaps of great ideas and personal tricks to share about combining customer cards, so stay tuned.
Regards,
Genreve
