Link A House Account To A Customer
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Search for the customer you wish to link, select their name and click on "Cust Details."
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Under the Accounts section, select the account you wish to link this customer to from the dropdown menu.
If you wish to create a new account, check this article!
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Once you have made your selection, the account details will appear and reflect the total account balance.
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Be sure to save your changes.
Tip: If you are unable to manage the customer account check the security settings for your job type in Manager Home > Configuration > Security > Manage Customer Account.
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