How do I add membership information to an Association Trading Partner?

2017-04-18 22:40


The trading partner must have the relationship of Association selected for this tab to appear.

Where is the Association Tab Located?

  • Company > Trading Partners > [partner name] > Association tab

How and Why to Customize the Association Tab

If you need to track the membership date for an association, enter it here.

Association Tab

After any changes, click Save and Close.

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