Customer Relationships - System Option

Customer Relationships - Branch

>Utilities>System Options>System Wide>Buying Groups

Category-Prompts

Type- Must be Global  

These prompts are designed to allow customizing the names for relationships between customers.  If these field names are not customized RFMS will set up default names.  For example, in the space provided next to the Main field, the relationship name is defined as “Main”. These relationships are set on the Edit Customer Screen.

Customer Relationships - Main

>Utilities>System Options>System Wide>Buying Groups

Category-Prompts 

Type- Must be Global  

These prompts are designed to allow customizing the names for relationships between customers.  If these field names are not customized RFMS will set up default names.  For example, in the space provided next to the Main field, the relationship name is defined as “Main”. These relationships are set on the Edit Customer Screen.

Customer Relationships - Standalone

>Utilities>System Options>System Wide>Buying Groups

Category-Prompts

Type- Must be Global  

These prompts are designed to allow customizing the names for relationships between customers.  If these field names are not customized RFMS will set up default names.  For example, in the space provided next to the Main field, the relationship name is defined as “Main”. These relationships are set on the Edit Customer Screen.