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How To Add An Existing Contact To An Existing Customer Account And/or Account Site ? — Cloud Customer Connect
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How To Add An Existing Contact To An Existing Customer Account And/or Account Site ?

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edited Apr 16, 2023 3:30PM in Receivables & Collections 1 comment

Goal:

We want to add an existing contact (party/person) currently attached to an inactive customer, to a new customer account and/or account site but search from account/site edit contacts returns no results.

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