Customers Classic

Managing Customer Entity Assignments
Introduction: Managing customer entity assignments on a customer record is an important feature of creating a successful customer record and can be easil...
Fri, 7 Feb, 2020 at 10:24 AM
Creating a Customer Record
Introduction: Creating a Customer Record is a simple process.  In just a few simple steps, you can have a Customer Record up and running.  The following ...
Fri, 7 Feb, 2020 at 11:33 AM
Customer Invoice and Work Order History
Introduction: You can view Invoices and Work Orders associated with a Customer on the history tab. You can do so by following the simple steps shown belo...
Fri, 7 Feb, 2020 at 11:46 AM
Managing a Customer's Address
Introduction: Managing a Customer’s Address is an important feature of creating a successful Customer profile and can be easily done by following these f...
Fri, 7 Feb, 2020 at 11:53 AM
Managing a Customer's Phone Number
Introduction: Managing Customer Phone Numbers is a simple process.  In can be easily maintained in just a few simple steps.  The following steps will hel...
Fri, 7 Feb, 2020 at 12:15 PM
Managing Attachments and URLs on a Customer Record
Instructions: Adding an Attachment or URL to a Customer Record can be easily done by following these few simple steps: This article applies to + Profes...
Fri, 7 Feb, 2020 at 12:17 PM
Managing Notes on a Customer Record
Introduction: Managing notes on a Customer Record is an important feature of creating a successful Customer Record and can be easily done by following th...
Fri, 7 Feb, 2020 at 12:24 PM