Customers & Contacts

FAQ - How do I Merge a Duplicate Customer?
A duplicate customer may be created for a single company due to a small discrepancy in name (ie. Daisy Flower Co. and Daisy Flower Inc.). If a customer has...
Fri, 9 Aug, 2019 at 10:56 AM
FAQ - How do I Bring Back a Deleted Customer?
If a customer or multiple customers were deleted in error, it is possible to retrieve their customer profiles and bring them back as active customers. T...
Fri, 9 Aug, 2019 at 10:56 AM
FAQ - What is a Marketing Campaign?
A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer.    Each campaign can be assigned a name, cus...
Fri, 9 Aug, 2019 at 10:54 AM
FAQ - What is the difference between a Marketing Campaign and a Marketing List?
Marketing Campaigns A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer.  Each campaign can be assign...
Fri, 9 Aug, 2019 at 10:57 AM