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  • a record is selected in Customer Maintenance
  • the customer account is selected for a user in CMS
  • a new self-registered user is being reviewed by the approver in the CMS

When a default account is added or viewed in the Default Account field in the CMS, each warning note from all accounts associated with the user will be displayed.

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Below are examples of warning notes:

When Customer is selected in Customer Maintenance

Sample Warning NoteImage Modified

In the CMS

Image Modified


 

Step-by-step guide

1. Enable Warning Notes

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