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Assign Customer

Assign a Customer to the Current Project

  • 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.

  • See Customers for additional information on the Customer records.

Defaults: Set the Defaults for Creating the Customers Database

 Set the Defaults for Creating the Customers Database

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

CustomersCustomerListing70800.png
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