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Assign a Notice Plan to a Customer (#NTCASN01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20090303 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

How do I assign a Notice Plan to a Customer?

  1. Open the Agreement in question.

  2. On the Agreement Info tab (more on this tab: #AGTTAB101), locate the Notice plan number field.
  3. Enter the number corresponding to the Notice Plan number that this Agreement should be assigned to.
  4. Click OK to save & close the Agreement.




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