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- a record is selected in Customer Maintenance
- the customer account is selected for a user in CMS
- a new self-registered user is being reviewed by the approver in the CMS
When a default account is added or viewed in the Default Account field in the CMS, each warning note from all accounts associated with the user will be displayed.
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Below are examples of warning notes:
When Customer is selected in Customer Maintenance | In the CMS |
Step-by-step guide
1. Enable Warning Notes
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