ARTICLES
- Customers - Customer View (December 5, 2018)
- Customers - Editing a Customer (December 5, 2018)
- Contacts - Creating a New Contact (December 5, 2018)
- Orders - Creating a New Order (December 5, 2018)
- Quotes - Creating a New Quote (December 5, 2018)
- Products - Adding a New Product (October 18, 2018)
- Payments - Adding a New Payment (October 23, 2018)
- Entries - Creating a New Entry (October 24, 2018)
SUPPORTING ARTICLES
- General - Notes (October 11 , 2018)
- General - Tasks (October 10, 2018)
- General - Emailing or Printing Multiple Invoices (December 7, 2018)
- Customers - Communications Defaults (December 5, 2018)
- Import/Export - Importing Customer/Contact Information (October 12, 2018)
- Defaults - Adding Customer Defaults (December 6, 2018)
FAQ
- FAQ - Why are Emails not Going Through? (December 17, 2018)
- FAQ - How Do I Process Customer Credits and Refunds? (December 3, 2018)
- FAQ - FAQ - Do I Setup Budgets on Customers and Contacts? (August 12, 2019)
VIDEOS
- Configuring Customers(July 19, 2018)
- CRM (June 12. 2017)
OPEN DISCUSSIONS
- Accounts Payable Contact Options in Customer Set-Up (August 16, 2019)
- Customer Account Status (March 25, 2019)
- Integrate Vendors, Suppliers, with CRM... and don't forget Contractors and Service Providers (November 26, 2018)
- Google Address Search (May 12, 2017)