Customers & Contacts
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
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...
Thu, 12 Sep, 2019 at 2:02 PM
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
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 ass...
Thu, 19 Sep, 2019 at 3:31 PM
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 budget d...
Wed, 21 Oct, 2020 at 2:23 PM
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 Edit pa...
Thu, 26 Sep, 2019 at 2:24 PM