Set A Contract Inactive
This article explains how to set an existing contract to Inactive status. Inactivating a contract prevents it from being used...
Customers
How to manage your customer data and settings.
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Check For Duplicate Customer
Keeping a clear and concise customer list is important. To configure the system to automatically check for duplicate customers when... -
Add An Existing Customer to A Sale
Add a customer to a sale by selecting F4-Find Cust In the Search section, enter the customer’s Last Name and/or... -
View Customers Assigned to a Contract
This article explains how to view all customers that are assigned to a specific contract. This functionality is useful for... -
Display Customer Search Window
Configuring the program to always display the customer search window when creating a new sale is fairly simple. To begin,...
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