ANY Process Demo: Customer Info - Prerequisites

Execute the following setup configuration before running this demo process.

Customer Remarks

At the Customer Card it is possible to enter remarks linked to a customer which can be used for various reasons. For example, as internal remarks for the sales department execute the following steps.

  1. Go to the menu Sales & Marketing/Sales/Customers
  2. Search for customer 10000 (The Cannon Group PLC)
  3. Select Comments which can be found under the Customer tab of the ribbon

CommentsSetup

  1. Enter some comments

CommentSetup2

Run the demo process