Limit Customer List By Store If you are operating in a multi-store setting and would like to limit the customer list to only display one...
Merge Customer History Sometimes a customer can be entered more than once. To merge a customer’s history with another, Select the Cust icon...
Assess Finance Charges to Customer Balances This article will cover how to Assess Finance charges to customers open balances. To start you will go to Activities>Finance...
Tag a Customer To quickly tag customers Select the Home>Customer icon in the program’s toolbar Highlight the desired customer Select the Tag-Un Tag...
View Total Sales Stats for Sales List This article will cover how to get a summary of the total sales on your sales list, you can use...