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Assign

Creating Customer

Assign a Customer to the Current Project

Designs

Info

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

Editor

  • editor.

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  • Create or 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.

    • Info

    • See Customers for additional information on the Customer records.

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    Defaults: Set the Defaults for Creating the Customers Database

    Expand
    titleSet the Defaults for Creating the Customers Database

    Set the default for creating the Customers Database in the Admin > Customers section.

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    • Click the Select and Close button.

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    • Create your design and save it.

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    • The designs will now be saved under the same Customer as viewed on the Browse screen when it is view as a list in the File Display Format Selection.

    • Repeat this process until all of the designs in this order are completed.

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    Default Settings