How to change an existing customer on a project?
Hi All,
We have an issue where our client wants to change the existing customer on a project. This customer has an agreement of 5430 USD which was funded at project level and baselined and has a draft revenue for the same amount 5430 USD. When we tried to delete this customer in the customers and contacts window, we are getting the following error - You cannot delete this project customer; it is funding the project.
Please suggest if it is possible to delete this customer and add the new customer. If so, provide me the steps to do so.