Build:  8438-5

Date:  02-Sep-14

Have you ever wondered which customers had a particular pricing plan? This build allows users to do just that. Every active pricing plan identified in File – Setup – Pricing Plan displays a list of customers using this plan. See the example below:

Image 8438-5

To remove a customer from a pricing plan, select a pricing plan from the Pricing Plans table, select the customer from the Customers with this pricing plan field, then click Remove.

This feature will significantly reduce the effort needed to manage and maintain which pricing plans have been offered to which customers.

If you have questions or suggestions about this information, contact