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...

To quickly tag customers Select the Home>Customer icon in the program’s toolbar Highlight the desired customer Select the Tag-Un Tag...

If you are operating in a multi-store setting and would like to limit the customer list to only display one...