Use the form opened by ADD CUSTOMER USERS on the Customer Users tab of a customer record to enter a new customer user's details.
Steps
Open the customer record.
On the customer record, select the Customer Users tab.
On the Customer Users tab, select ADD CUSTOMER USERS. The add form opens.
In the form, enter the Sync Key. This field is required.
Enter the Name. This field is required.
Optional: Enter the Profession.
Optional: Enter the Email.
Optional: Enter the Phone Number.
Select Save. On the empty form, Save is unavailable. Save becomes available after you change the field values.
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