Customers

Customers - Communication Defaults
Back Default Documents Step    Action   1.      From the Customer edit modal, select {Communications Defaults} on the right-hand side of             scr...
Wed, 18 Nov, 2020 at 11:40 AM
Customer - Smart List
Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > C...
Fri, 9 Apr, 2021 at 12:06 PM