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Adding Customers to a Contract

Adding a customer to a contract is a quick and easy process.

  • First, access the customer list by selecting the Customer icon on the program’s toolbar.
  • Double-click to open the desired customer record
  • On the General tab, at the bottom of the record, enter the name of the desired contract in the Contract field
  • Press OK to save your changes
Updated on August 4, 2017

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