Customer Entry Fields and Functions
Learn in depth steps for all fields and functions in Customer Entry
- Quick Steps for "More Info" Tab
- Quick Steps for "Address Info" Tab
- How to Set a Default Billto Customer
- How to Flag a Customer to Bill Primary Customer
- How to Flag Customer Profiles as a Sub-Customer
- How to Copy a Customer Profile
- In-Depth Steps for the "Address Info" Tab
- In-Depth Steps for the "More Info" Tab
- In-Depth Steps for the "Contact Info" Tab
- In-Depth Steps for the "Notifications" Tab
- In-Depth Steps for the "SMS Notifications" Tab
- In-Depth Steps for the "Notes" and "Dispatcher Notes" Tabs
- In-Depth Steps on How to Access and Edit a Customer