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Assign

Creating Customer

Assign a Customer to the Current Project

Click the Click to Assign Customer link on the Design or Visualize Editor

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You can create several designs and assign them to the same customer.

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Default Settings: See Admin > Customers for the default settings for creating the Customers database

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Select the desired Customer record.
If the Customer is not listed, click New and create the Customer record and Save it.
Once the Customer is selected, click Select and Close.
The design is now assigned to the customer.

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Click the Click to Assign Customer link on the Design or Visualize editor.

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The designs will now be saved under the same Customer as viewed on the Browse screen.
Repeat this process until all of the designs in this order are completed.

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