Customers

Customers - Searching for a Customer
Customers - Searching for a Customer Overview The customer search screen can be used to locate an individual customer or to filter...
Sun, 14 May, 2017 at 11:04 PM
Customers - Creating a New Customer
Customers - Creating a New Customer Step     Action  1.       Select {CRM}. The page should open on the Customers tab.  2.       Select {New} ...
Sat, 28 Jan, 2017 at 11:42 PM
Customers - Locations
Customers - Locations Adding Customer Locations Adding Default Billing or Default Shipping Location Step     Action   1.       Select {Locations} on th...
Sat, 28 Jan, 2017 at 11:36 PM
Customers - Financial
Customers - Financial Adding Customer Financial Information Step     Action   1.       Select {Financial} on the right-hand side of screen to auto scrol...
Sun, 7 May, 2017 at 1:46 PM
Customers - Financial - Default Commission Contacts
Customers - Financial - Default Commission  Contacts Adding Default Commission Contacts  Step     Action     1.      Select {Financial} on the right-ha...
Sat, 28 Jan, 2017 at 11:03 PM
Customers - Customer View
Customers - Customer View The Customer View page is divided into the following sections:   Section Description Actions The following Actions ca...
Thu, 4 May, 2017 at 9:58 PM
Customers - Child Companies
Customers - Child Companies Setting the Parent Company field to Yes on a companies edit page will designate it as a Parent Company. The option to add Chil...
Sat, 28 Jan, 2017 at 11:17 PM
Customers - Editing a Customer
Customers - Editing a Customer Step     Action   1.      Select {CRM}. The page should open on the Customer tab.   2.       Hover mouse over the name of...
Sun, 9 Apr, 2017 at 1:11 AM
Customers - Online Ordering
Customers - Online Ordering Adding Online Ordering Information Step     Action   1.         Select {Online Ordering} on the right-hand side of screen t...
Tue, 2 May, 2017 at 7:30 PM
Customers - Exporting Customers
Customers - Exporting Customers Step     Action   1.      Select {CRM}. The page should open on the Customers tab.   2.      Select {Export} under Custo...
Sun, 9 Apr, 2017 at 1:11 AM