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Customer ID in Orders synchronizes with Customer Portfolio

In this release, when you open an order in the Orders module, that order's customer ID is sent to the Customers module. When you click on the Customers tab from Orders, the customer record displayed in the Customers module matches the customer ID from the order you opened in the Orders module.

See Also

Customer changes

Automatic date format and completion extended to Customer Portfolio and Advanced Query (IQA)

Column headings for Institute, Toll-Free, and State/Province honor custom labels in History tabs

Roster display configurable for individuals and companies

Company ID cannot equal any customer ID

New option on the Committee Selection dialog to eliminate duplicate letters


ASI logo 10.6 Production Release. Updated 3/6/2006 9:55:44 AM
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