How To: Link Customer/Company records to a Client

1. Open the Client Setup dialog by entering cli into the Khaos Control Command Interface.
2. Select the Companies tab.
3. Select the Client using the Client drop-down.
4. If required, the URN, Company Name, Post Code and Supplier filters can be used to return the required company record results in the grid.
5. Green-select the required company records.
6. Right-click to pen the context menu and select 'Assign to Client'.
7. Select the Client from the drop-down and clock 'OK'.

See Also

• Clients Overview