My 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
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
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
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
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
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
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
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
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
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