Associate Customers with a Response PlanYou use the Associate Customer window in the Response Plans (SP) application to associate customers with a response plan. Associate customers with a response plan if you want the response plan to apply only to tickets, work orders, or sales orders for these customers. If you do not associate a customer with a response plan, it can be applied to tickets, work orders, or sales orders for any customer.
You also use this window to view or remove customers associated with the response plan. The response plan can be in any status for you to take these actions.
In the Response Plans (SP) application, display the response plan with which you want to associate customers.
From the Select Action menu, choose Associate Customers. The Associate Customers window opens, and lists customers associated with this response plan.
Click New Row.
In the Customer field, enter a value or click Detail Menu to select a value.
Click OK to associate the customer and close the window.
In the Response Plans (SP) application, display the response plan from which you want to remove a customer.
From the Select Action menu, choose Associate Customer. The Associate Customers window opens, and lists customers associated with this response plan.
On the row with the customer you want to remove, click Mark Row for Delete .
Click OK to remove the association with the customer and close the window.