/
ADV FAQs Identify an Agreement
ADV FAQs Identify an Agreement
- Anthony Fontana
Owned by Anthony Fontana
Nov 20, 2023
1 min read
Analytics
Loading data...
Summary / TL:DR: This article provides instructions to identify a customers agreement in Advantage.
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.
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.
Wrap up
You should now be able to identify a customers agreement in Advantage.
Related content
Identify an Agreement
Identify an Agreement
More like this
ADV FAQs Identify Agreement Logins
ADV FAQs Identify Agreement Logins
More like this
ADV FAQs Add an Agreement Choice
ADV FAQs Add an Agreement Choice
More like this
ADV FAQs Change Participants for an Agreement
ADV FAQs Change Participants for an Agreement
More like this
ADV User Guides Access Management and Billing (AMB)
ADV User Guides Access Management and Billing (AMB)
More like this
Identify Agreement Logins
Identify Agreement Logins
More like this
com.atlassian.confluence.content.render.xhtml.migration.exceptions.UnknownMacroMigrationException: The macro 'html-macro' is unknown.