To quickly deliver a special order to a customer in the program, Select the Orders icon in the program’s toolbar...

To quickly view all customers signed to a specific contract, Go to: Lists > Contracts Highlight the desired contract and...

Adding a customer promo code on the customer record is an excellent way to keep track of how your customers...

Utilizing the customer classification field in the customer record form is an excellent way to group your customers for reporting...

The program can be configured to override typical tax rules when shipping to a customer. To configure this setting, Go...