Assign Person in Charge to a Customer

This chapter describes how to assign a person in charge to a customer.
To assign a person in charge to a customer, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Customers and click on the appropriate search result.
  3. The Customers list is displayed.
  4. Open the card of the customer to whom you want to assign a person in charge.
  5. On the customer card, under the General tab, click in the Person In Charge Code selection field and select a person in charge. For more information on how to store a person in charge in the system, see the Create Person in Charge chapter.
    customer-card

You have assigned a person in charge to the customer. The assigned person in charge is maintained in each document for this customer.

Note

Person in Charge for Customers By assigning a person in charge on the customer card, this person in charge is primarily used in documents. The person in charge linked to the user is not used, even if this user creates the document for this customer.

Note

BEYONDReports
If you use BEYOND Reports, the person in charge can even be printed in the documents.
For more information on BEYOND Reports, please visit DOCS - Beyond Reports.