Customers

Customers - Searching for a Customer
The customer search screen can be used to locate an individual customer or to filter a list of customers for mailing or marketing purposes.  ...
Thu, 12 Sep, 2019 at 1:28 PM
Customers - Creating a New Customer
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for...
Thu, 12 Sep, 2019 at 1:30 PM
Customers - Locations
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for ...
Thu, 12 Sep, 2019 at 1:30 PM
Customers - Financial
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for ...
Thu, 12 Sep, 2019 at 1:31 PM
Customers - Customer View
The Customer View page is divided into the following sections:   Section Description ActionsThe following Actions can be taken for a customer: Edit - Opens...
Thu, 12 Sep, 2019 at 1:36 PM
Customers - Child Companies
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for ...
Thu, 12 Sep, 2019 at 1:37 PM
Customers - Editing a Customer
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup f...
Thu, 12 Sep, 2019 at 1:37 PM
Customers - Online Ordering
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for ...
Thu, 12 Sep, 2019 at 1:32 PM
Customers - Exporting Customers
Step     Action   1.      Select {CRM}. The page should open on the Customers tab.             Note: Customers cannot be individually selected for expo...
Thu, 12 Sep, 2019 at 1:54 PM
Customers - Deleting a Customer
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Customers that have been deleted ...
Thu, 12 Sep, 2019 at 1:58 PM