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Assign Customer in Visualize

Assign Customer in Visualize

Click to Assign this Project to a Customer
  • Select or create the Customer record.

  • Click the Select and Close button.

Select the Desired Customer and Click Select and Close
  • The design is now assigned to the customer.

 

Customer is Assigned to the Design
  • 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.

BrowseCustomerListing70800.png
The Designs Will Now be Listed Under the Same Customer

Default Settings

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