My Customers

Module Definitions: Customers
Definitions: Customer Business Name: a user’s customer; the business name that the user is working with on a quote or contract. Custo...
Sat, 28 May, 2016 at 4:14 PM
Import Customer Information
1) User clicks on the “My Customer” tab 2) Below the summary table is a menu option. Click on the menu icon, . 3) Select “Im...
Thu, 25 Aug, 2016 at 4:38 PM
Export Customer Information as a CSV File
1) Click on the "Customers" tab.  2) Click on the menu icon, . 3) Select “Export as CSV.” 4) The system will g...
Thu, 25 Aug, 2016 at 4:38 PM
Sort Customer Information
1) Click on the "Customers" tab.  2) On the top-right of the customer table, you can "Sort by": (a) Customer ...
Mon, 30 May, 2016 at 10:52 PM
Delete a Contact from a Customer's Profile
1) Click on the "Customers" tab. 2) Click on the customer's name. 3) Click on “Edit.” 4) Go to “Contacts.” ...
Thu, 25 Aug, 2016 at 4:37 PM
Add a Contact to a Customer's Profile
1) Click on the "Customers" tab. 2) Click on the customer's name. 3) Click on “Edit.” 4) Go to “...
Thu, 25 Aug, 2016 at 4:35 PM
Edit a Customer’s Profile
1) Click on the "Customers" tab. 2) Click on the customer's name. 3) Click on “Edit." 4) Edit the ...
Mon, 30 May, 2016 at 10:53 PM
Adding a Customer
1) Click on the "Add" icon, . 2) Click on "Customer." 3) User can fill out the customer's information: (a) ...
Sat, 28 May, 2016 at 5:29 PM
Email a Customer
1) Click on the "Customers" tab. 2) Click on the customer's name. 3) On the customer detail page, click on ...
Thu, 25 Aug, 2016 at 4:33 PM
Add Notes About a Customer
1) Click on the "Customers" tab. 2) Click on the customer's name. 3) On the customer detail page, go to ...
Thu, 25 Aug, 2016 at 4:32 PM