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 Jenson and David Jenson). If a customer...
Sat, 31 Jul, 2021 at 4:49 PM
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. To begin, an export of all customer...
Mon, 12 Jul, 2021 at 11:44 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, customer, and due date in the basic set...
Wed, 14 Jul, 2021 at 3:17 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 be assigned a name, customer, and due da...
Wed, 14 Jul, 2021 at 3:18 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 budget depletion are all done on ...
Sat, 31 Jul, 2021 at 4:53 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 Edit page. The contact will not require a...
Wed, 18 Nov, 2020 at 2:04 PM