Sometimes a customer can be entered more than once. To merge a customer’s history with another, Select the Cust icon...

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

Rollup accounts allow organizations to consolidate invoices and statements for multiple customer accounts under a single parent (or “rollup”) account....

Importing a customer list is the quickest way to get a group of customers into the program. Customers can be...

Adding a customer to a contract is a quick and easy process. Access the customer list by selecting the Customer icon...