Customer

When you define an activity or project you can assign it to a customer and include contact names, addresses and contact phone numbers. Customer assignments are for reporting only. They do not affect any other Activities-related data.

Create customersto associate with activities, projects, or grants

To create a customer:

  1. Navigate to Application Setup > Activities Setup > Customer .
  2. To create a new customer customer, click Create .

    To edit a customer customer, click the customer profile row and click Edit .

    To delete a customer customer, select the customer profile row and click Delete . At the prompt, click Yes.
  3. On the Create Customerpage, enter or edit information in the customer fields.
  4. Click Save .