Setting Up and Applying Licenses to a Customer Record

Staff can now create a list of license types that they wish to track in the Customers App, under the Setup Feature.

Creating a List of Licenses

1. Navigate to the Customers App.
2. Click the Setup Feature.
3. Select the License Types tab.
4. Click Add New License Type. In the Add License Type window:
   • Enter a Name for the license type.
   • If you wish to require users to indicate a state when adding the license to their customer record, click the State Required check box.
   • Enter a brief Description of the license type.
   • Click Save.

Applying Licenses to Customer Records

Licenses created under Customers > Setup can be applied to Customer Records to track the licenses that a customer holds.

1. Navigate to the Customer Record to which the license is to be applied.
2. Click the Account tab.
3. Select the Additional Info menu option.
4. Under Additional Info, click the Licenses tab.
5. Click the Add New License button. In the Add License window:
   • Select the License Type from the drop-down menu. The licenses available in this list are set up under Customers > Setup, as described in the section above, "Creating a List of Licenses."
   • If state was set as a required field for the license, select the applicable State from the drop-down list.
   • Enter the License Number.
   • Indicate the Expiration Date.
   • Click Save.