Change the employee associated with a customer

In Customer Manager, an employee is the person in your company who created or entered the customer information.

To change the employee associated with a customer:

  1. Open the Customers folder.
  2. Select the customer that you want to assign to a different employee.
  3. On the Customer Manager Actions menu, click Edit.
  4. Under Contact Information, enter the employee in the Employee box.
  5. Click OK.