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...
Resetting a WebStore Customer Login from the Customer Record If a customer is unable to log in to your WebStore, you can reset their WebStore email or password directly...
Viewing a Customer’s Average Ticket Size The system allows you to quickly review a customer’s average ticket size, along with other key sales metrics that help...
How to Reset Allowances, Credit Limits, or Restrictions for Sub‑Accounts Resetting allowances, credit limits, or disabling restrictions for sub‑accounts can be done quickly within the program. This article walks you...
Check For Duplicate Customer Keeping a clear and concise customer list is important. To configure the system to automatically check for duplicate customers when...