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Customer Account: Branch - Branch Name

Where it is, what it does and how it works

G
Written by Greg Mandy

Branch

The Branch field identifies the branch responsible for managing the customer account.


Location

Record > Customer & Site Records > Customer Account Details.


Purpose

Assigns the customer account to the branch responsible for managing it.


Accepted Entry

  • Text


Related names

  • Branch Name


Behaviour

  • Must match an existing branch from the selection list.

  • If the user is in single branch view, the field is populated automatically.

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