Associate customers with an item

When you associate one or more customers with an item, you make the item record visible to users who have been given permission to access the customer’s data.

To associate customers with an item:

1. From the List tab of the Service Items (SP) application, select the item that you want to associate customers with.

2. On the Service tab, click Show/Manage Customers next to the Customer field.

3. In the Add/Modify Customer Associations window, click Select Customers.

4. Select one or more customers from the list and click OK.

5. Click OK to save your changes and return to the Service tab.

See also

Customers and items

Item classifications

Change associations between customers and an item