Please note, this method works the same for both customers and suppliers.
To assign specific employees to a new customer, please fill out the details of the employee as you normally would, and when you get to the option to assign employees, a list will come up with all your current available employees. Tick the employees you wish to assign to a customer and click save and only the employees you have assigned to your new customer will receive their information.
To assign specific employees to an already existing customer, please choose to edit the details of the customer and assign employees in the same way as described above. Click save to tell Clarity365 to remember the changes made.