SD-RevenueBuilder - Creating a Customer Account via Quick Insertion : Rossware Computing, Inc.

SD-RevenueBuilder - Creating a Customer Account via Quick Insertion Print

Modified on: Fri, 24 Sep, 2021 at 7:28 AM

You will start by pressing CTRL + P from a CallSheet that has its data populated.

When pressing CTRL + P from a CallSheet you will get a prompt. Please select option C

The next step would be to place your focus in SD-RevenueBuilder and click on "Create New Party via insertion from SD". Then select the first option.

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