3.2.1

General

Altnamealtname

Customer Hierarchy

Baserecordtypebaserecordtype

customrecord_ns_imp_req_module

Customformcustomform

Module Form

Isinactiveisinactive

No

Lastmodifiedlastmodified

8/2/2018 11:38 am

Linenumberlinenumber

99

Module descriptioncustrecord_ns_imp_module_description

A customer hierarchy (using sub-customers) can also be created and maintained within the application for leads, prospects and customers. This relationship allows all levels to be managed independently. When sub-customers are used, customer payments must be accepted at the level of the transaction customer or at the top level if "Accept Payments through Top-level Customer" is enabled in Accounting Preferences. When Subsidiaries are used, this preference will limit the creation of sub-customers to the subsidiary and currency of the parent customer. The following statuses will be set up for each stage of customer:

Module processcustrecord_ns_imp_module_process

3 Lead to Order

Namename

3.2.1

Ownerowner

Mihir Bhatnagar

Owneridownerid

7

Parent modulecustrecord_ns_imp_parent_module

3.2 Manage Leads, Prospects & Customers

Recordidrecordid

91

Rectyperectype

Module

Rectype 242 1695 maxnkeyrectype_242_1695_maxnkey

258

Scriptidscriptid

value_54237_t1247005_750

Submitnext tsubmitnext_t

customrecordentry

Submitnext ysubmitnext_y

242

Templatestoredtemplatestored

No

Typetype

custrecordentry

Versionversion

4

System & IDs

Customform refidcustomform_refid

102

Entryformquerystringentryformquerystring

rectype=242&e=T&id=91

Idid

91

InternalIdInternalId

91

Module process refidcustrecord_ns_imp_module_process_refid

3

Owner refidowner_refid

7

Parent module refidcustrecord_ns_imp_parent_module_refid

90

Rectype refidrectype_refid

242

Customwhencecustomwhence

—

Externalidexternalid

—

Nsbrowserenvnsbrowserenv

—

Selectedtabselectedtab

—