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Complete Client Defined Fields

Overview

You can complete Client Defined Fields to store additional information about your customers. In cases that your Aria Administrator created an account field titled Sales Representative, you can specify sales representatives for each customer.

Completing Client Defined Fields

Getting Here: Click Accounts > search for an account > Account OverviewClient-Defined Fields tab

  1. Click Edit next to the field that you want to complete.

  1. Enter your desired selection.
  2. Click Save.
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Last modified
20:40, 20 Jul 2015

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