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Bulk updates
Cash customer
Add/Onboard
Get contact information (from form?)Customer fills out Retail Customer Agreement
Create GLA account codes in code: 4 digit numeric code + 1 word/acronym to uniquely identify this customer/account
Add as customer to PCR-360 (Catalog > G/L Accounts)
Create a tab in Cash Customers and a connected row on the first (Receivables) tab
Enter contact information and other details into Contact Information
Modify
Update contact info in Contact Information & PCR-360 (People > Departmental Hierarchy)
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