ANY Process Demo: Customer Info - Prerequisites

Execute the following setup configuration before running this demo process.

Customer remarks

At the Customer card, you can enter remarks linked to a customer for various purposes. For example, to add internal remarks for the sales department, follow these steps:

1. Go to Sales & Marketing > Sales > Customers.

2. Search for customer 10000 (The Cannon Group PLC).

3. Select Comments under the Customer tab of the ribbon.

   

4. Enter some comments.

   

Run the demo process