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ADV FAQs Identify an Agreement

Owned by Anthony Fontana
Nov 20, 2023
1 min read

Summary / TL:DR: This article provides instructions to identify a customers agreement in Advantage.

How To Identify an Agreement

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. To identify an agreement make sure your screen is customized to show the Item System Name field

  3. This will show the Item System Name as AMB

  4. 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.

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