VIEW

• Info boxes
• Customer Details
• Adding Contacts
• Adding Files
• Adding Notes
• Adding a Task
• Creating an Order
• Creating a Quote
• Creating a Product
• Adding a Payment
• Creating an Entry

EDIT

• General
• Locations
• Financial
• Communication Defaults
• Online Ordering

ACTIONS MENU

• Edit Customer
• Print Statement
  
• Email Statement
• Emails
• Customer View
• Edit Customer

RESOURCES

• Email Statement Samples
• Email Statement Tags
• Statement Samples
• Statement Tags
• Sample Transactional Statements
• Transactional Statements Tags
• Sample Email Transactional Statement
• Email Transactional Statements Tags

FAQ

• Why are Emails not going through?