how to change banking details on crm -...
TRANSCRIPT
![Page 1: HOW TO CHANGE BANKING DETAILS ON CRM - …socwiki.wdfiles.com/local--files/how-to-change-banking-details-on... · HOW TO CHANGE BANKING DETAILS ON CRM 2014/11/06 1 . ... Manual Recharge](https://reader036.vdocuments.site/reader036/viewer/2022062413/5af3a1a87f8b9a9e598b8c71/html5/thumbnails/1.jpg)
HOW TO CHANGE BANKING DETAILS ON
CRM
2014/11/06
1
![Page 2: HOW TO CHANGE BANKING DETAILS ON CRM - …socwiki.wdfiles.com/local--files/how-to-change-banking-details-on... · HOW TO CHANGE BANKING DETAILS ON CRM 2014/11/06 1 . ... Manual Recharge](https://reader036.vdocuments.site/reader036/viewer/2022062413/5af3a1a87f8b9a9e598b8c71/html5/thumbnails/2.jpg)
Type in Login name and password
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Click Search then Contacts
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Type in First and Last Name
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Double Click on first name or last name
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Select Billing Items
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Click Search Now
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Select the BA you want to change-Double Click on
Billing Arrangement
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Click Create , Billing Manager then Pay Means
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Click V-Lookup to search the customer you changing
banking Details
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Type in Customer first and last name under customer Alias and click search now
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Select radio button for the customer you working on it
Click Select
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Click OK
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Type in all the banking details on the mandatory
fields
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Banking Details typed in all mandatory fields
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click save
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click V-Look up
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click search now
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Select the radio button for the bank details you have
made changes
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Clive Save
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THANK YOU
2014/11/06
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