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 Jenson and David Jenson). If a 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. To begin, an export of all customer...

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, customer, and due date in the basic set...

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 be assigned a name, customer, and due da...

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 budget depletion are all done on ...

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 Edit page. The contact will not require a...