View Average Ticket Size for a Customer Quickly view the average ticket size for a customer by clicking the Customer icon. Highlight the desired customer and select...
Reset Options for Sub-Accounts Resetting allowances, credit limits or turning off restrictions for sub-accounts is fairly simple in the program. To get started, go...
How to Import a Customer List Importing a customer list is the quickest way to get a group of customers into the program. Customers can be...
Print Contract Name On Invoices If you’d like the program to automatically print the name of a contract on an invoice, you can easily configure...
Exporting Customer Emails Exporting customer emails is an excellent way to stay connected with your customer base. By sending out promotions and important...