Customers & Contacts

FAQ - How do I Merge a Duplicate Customer/Contact?
Back A duplicate customer/contact may be created for a single company due to a small discrepancy in name (e.g. Daisy Flower Co. and Daisy Flower Inc., Dave...
Wed, 6 Jan, 2021 at 10:59 AM
FAQ - How do I Bring Back a Deleted Customer?
Back 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....
Wed, 18 Nov, 2020 at 10:10 AM
FAQ - What is a Marketing Campaign?
Back 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, ...
Wed, 18 Nov, 2020 at 12:16 PM
FAQ - What is the difference between a Marketing Campaign and a Marketing List?
Back 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 ...
Fri, 9 Apr, 2021 at 12:24 PM
FAQ - How Do I Setup Budgets on Customers and Contacts?
Back Budgets can be setup for a specific customer, meaning that it will be a budget designated for that customer's use. The allocation of funds and bu...
Thu, 19 Nov, 2020 at 1:24 PM
FAQ - Do I Need to Set an Approver for a Contact Assigned the Role 'Online Order Placer - Needs Approval'?
Back If a contact has been assigned the role 'Online Order Placer - Needs Approval', you will need to set an approver for them on their Contact E...
Wed, 18 Nov, 2020 at 2:04 PM