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Placing Custom Records on Customer Center
This may be a no-brainer, but then I have no brain...
I am trying to link a custom record to the customer center. The custom record is made a child record of the Customer record. The custom record contains license information and there may be multiple records per customer. One of the fields on the record is a document field for uploading a licenses file to store on the record.
When I create a new license the customer name is linked and in the customer record I only see licenses that are assigned to the specific customer record I am viewing - nice, just what I want.
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