Accounting
Customers for Contract Management
Manage the Maxio Core customer records your contracts and invoices are attached to, including merging duplicates and resolving customer alerts.
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Understand Customers for Contract Management
Overview2 articles
What a Maxio Core customer record is and the fields it carries.
Managing Customer Records4 articles
Manage customer records for contract workflows, merge duplicates, set an e-Bill billing profile, and resolve customer alerts and errors.