Defining Company Aliases

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Defining Company Aliases

1.    From the Background Information task category in CRM360, click Name Details.  The Company Name Edit screen displays.

2.    From the Alias section, perform the following:

a.    Click Add.

b.    Enter a Search Name.  This is the name that will be called upon when performing a search.

c.    Select the Alias type from the drop-down.

d.    Click Save.

 

Details

Details

Article ID: 3188
Created
Thu 1/8/15 5:45 PM