Sage News and Discussion

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  • 1.  Form to update customer info

    Posted 05-08-2019 17:22
    Isn't there a form to update a customer's information? I have a customer who lost an employee and hired another who would like access to the customer portal. For the life of me, I cannot find anything. TIA.

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    Therese Logeais, Technology Integrators
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  • 2.  RE: Form to update customer info

    Posted 05-08-2019 17:31
      |   view attached
    Here you go.

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    Mary Jo Krueger
    Senior Software Consultant
    CLA (CliftonLarsonAllen LLP)
    Appleton WI
    920-996-1176
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    Attachment(s)

    pdf
    AuthorizedContactRequestv4.pdf   353 KB 1 version


  • 3.  RE: Form to update customer info

    Posted 05-08-2019 17:33
    You're the best! Thanks @Mary Jo Krueger!​

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    Therese Logeais, Technology Integrators
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    Original Message


  • 4.  RE: Form to update customer info

    Posted 05-09-2019 10:11
    Last time I asked Sage, they said customer can make their changes via the customer portal.....

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


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