You want to add several customers to a certificate which has already been validated.
- On the certificate go to the Customers tab > click Link Customer > type in the customer number(s) separated by commas
- Customer Details will populate with the customer records - all of the customer records on the right will be added to the certificate
- Click "+ Link Customer"
- To successfully link customer records the customer must show in the right panel with a green check, and there must be no customers showing with a red x.
Note: We recommend linking no more than 350 customers at a time.