SEARCH

• Searching a Customer
• Smart Lists
• Creating a new Customer
• Editing a Customer
• Bulk Actions on Customers
• Deleting a Customer
• Exporting Customers
• Card/Table View

EDIT

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

3-DOT ACTIONS 

• Add Contact
• Add a Note
• Add a Task
• New Order
• New Quote
• New Product
• Print Statement
• Email Statement
• Emails

RESOURCES

• Email Statement Samples
• Email Statement Tags
• Statement Samples
• Statement Tags

FAQ

• How do I bring back a deleted Customer?
• How do I merge a duplicate Customer? 
• How do I set up Budgets on Customers and Contacts?
• What are Defaults and where are they used?
• How do I process Customer Credits and Refunds?