How to set up customers in the account

With a typical client's implementation, setting up the customers should be straightforward, but getting this right is critical to the success of the project overall. In Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items, we gathered the client's requirements for these entities. With those specific requirements in mind now, we need to help the client start defining their customer records correctly so that they can be used for activities, transactions, support cases, and so on.

I want to call out how important doing this well is to your client's success, since a business' customers (and their needs and wants) should always be central to its operations. How can a business be successful without happy customers? As you're setting up these screens and the data in the account, ensure you're enabling your client's customer service reps to help people quickly and efficiently. When...