Adding or Removing a Customer
Following are the procedures for adding or removing customers as trading partners.
Adding a Customer
To add a customer relationship to a selected project:
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Select a project from the Projects grid.
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Click Options on the grid control bar.
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Select Add Customer from the dropdown options to launch the Add Customer(s) dialog.
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Select the checkbox next to each of the customers you want added to the project.
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Click Add to add the selected customers and then exit the dialog.
Removing a Customer
To delete a customer relationship from a selected project:
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Select a project from the Projects grid.
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Click Options on the grid control bar.
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Select Remove Customer from the dropdown options to launch the Select Customer(s) dialog.
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Select the checkbox next to each of the customers you want removed from the project.
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Click Remove to remove the selected customer(s) and then exit the dialog.
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