Use the General Info tab of a customer record to set the customer's Agent and Currency. Both fields are optional.
Steps
On Customers, enter a value in Search for customer... or Search by Sync Key.... Use either search field to find the customer.
Open the customer from the list, then select the General Info tab.
In Agent, search for an agent by name.
Select the agent you want from the Agent options.
In Currency, select the currency you want.
Select Save. Save is unavailable until you change a field value.
Result
After you change a field value, Save becomes available.
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