Common Data > Customer
Pick Customer
Posted by i3Teamworks Admin on 28 Sep 2018 3:47pm

User can Pick any Customer if they are not owned by anyone. To do that, follow the steps.

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click on Customer tab 

3. Select the Assign To = "Unassigned"

     

4. From Customer listing in the Table, click View

5. In Customer Detail Page, you may click on button

   

 Note:

Once you have Picked this Customer, it's  belongs to you and will no longer available under Inactive Pool / Common Pool