This discussion has been locked. The information referenced herein may be inaccurate due to age, software updates, or external references.
You can no longer post new replies to this discussion. If you have a similar question you can start a new discussion in this forum.

Silly question: where do I add customers and their contacts to SWSD?

I'm migrating to SWSD and have an existing app with customers and their contacts and contracts. I have been scratching my head trying to understand where to enter this info in SWSD? Are customers added as assets or something? Or is there just a checkbox I haven't found in the setup?

TIA.

--

Newbeesaurus