Client Updates

Account Executive (AE) to Client Assignment Change
Currently, only Josh Wilson should be making the change and if anyone other than him submits a ticket for an AE assignment change we need to notify him at J...
Fri, Aug 27, 2021 2:21 PM
Client or Business Division Name Change
A Client represents a singular business unit that may consist of multiple sub segments. Has a single Retail Link login credential. Business Division r...
Fri, Aug 27, 2021 3:12 PM
Deactivating a Client
Deactivating a client will also deactivate anything associated to it that needs to be deactivated. We use a command line tool called the Master Data Mainten...
Fri, Aug 27, 2021 3:18 PM
Activating a Client
Activating a client will also activate anything associated to it that needs to be activated (if the client had more than one business division, you'll n...
Wed, Sep 1, 2021 3:33 PM