Customers

Customers - Customer Search
The CRM > Customer tab can be used:  To search and locate a customer or groups of customers To action a customer To bulk action custome...
Sat, 18 Jan, 2020 at 6:25 PM
Customers - Creating a New Customer
Companies or individuals who are existing customers or current prospects can be set up in the Customers section of the CRM. Custom defaults can be set up f...
Sat, 18 Jan, 2020 at 6:42 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 ...
Sat, 18 Jan, 2020 at 6:27 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 ...
Sun, 19 Jan, 2020 at 9:57 PM
Customers - Customer View
The Customer View page is divided into the following sections:   Section Description Actions The following Actions can be taken for a customer: Action...
Mon, 20 Jan, 2020 at 1:14 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 ...
Fri, 1 Nov, 2019 at 1:25 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...
Mon, 20 Jan, 2020 at 9:32 AM
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 ...
Mon, 20 Jan, 2020 at 9:44 AM
Customers - Exporting Customers
Customer Exports allows for a .CSV to be generated of customer profiles. This .CSV can include all customers or be filtered to export a select group of your...
Mon, 20 Jan, 2020 at 9:56 AM
Customers - Deleting a Customer
Companies or individuals, who have been added as customers in DocketManager, can be deleted from the Customer page.    Note: Customers that have been dele...
Mon, 20 Jan, 2020 at 11:12 AM