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Summary / TL:DR: This article provides instructions to identify a customers agreement in Advantage.
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How To Identify an Agreement
From the Customer Service ribbon, navigate to Customer Activity
To identify an agreement make sure your screen is customized to show the Item System Name field
This will show the Item System Name as AMB
If your screen is missing this field go here for more info on customization.
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You can also tell the selected item is an agreement by looking at the lower section of the screen and seeing the customer details refer to agreements. |
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Wrap upYou should now be able to identify a customers agreement in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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