Associate sold products with account consumers

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable customer service managers to track sold products or services by associating sold products or services with account consumers.

    Antes de Iniciar

    Role required: sn_customerservice_manager

    Procedimento

    1. Navigate to All > Customer Service > Products > Sold Products.
    2. Select a product that doesn’t have a consumer associated with it yet.
    3. Either add an existing consumer or a new one.
      Tabela 1. Options and procedure
      Option Procedure
      Add an existing consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon).
      2. Select a consumer from the list.
      Add a new consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon).
      2. Select New.
      3. On the Consumer form, fill in the fields.
      4. Select Submit.
    4. Select Update.

    Resultado

    The product is associated with the consumer.