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