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HOW TO CHANGE BANKING DETAILS ON
CRM
2014/11/06
1
Type in Login name and password
Click Search then Contacts
Type in First and Last Name
Double Click on first name or last name
Select Billing Items
Click Search Now
Select the BA you want to change-Double Click on
Billing Arrangement
Click Create , Billing Manager then Pay Means
Click V-Lookup to search the customer you changing
banking Details
Type in Customer first and last name under customer Alias and click search now
Select radio button for the customer you working on it
Click Select
Click OK
Type in all the banking details on the mandatory
fields
Banking Details typed in all mandatory fields
click save
click V-Look up
click search now
Select the radio button for the bank details you have
made changes
Clive Save
THANK YOU
2014/11/06
22
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