Customer Settings
Customer Settings
Navigate To Customer Settings 1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phone or...
Tue, Jun 16, 2020 at 3:47 PM
Navigate To Customer Details
1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phone or Add...
Tue, Jun 16, 2020 at 3:48 PM
Navigate To Customer Details
1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phone or A...
Tue, Jun 16, 2020 at 3:46 PM
Navigate To Customer Addresses
1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phone o...
Tue, Jun 16, 2020 at 3:58 PM
Navigate To Customer New Address
1. Click on Customers.
Click on Search.
2. Click on Name and select search filter, e.g.,
Name, Account#, Phone or...
Tue, Jun 16, 2020 at 3:59 PM
Note
Customer Primary Address is address that
receives invoices and other correspondence.
Navigate To Customer Address 1. Click on Customers.
2. Click o...
Tue, Jun 16, 2020 at 4:00 PM
Navigate To Customer Payment Plan
1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phon...
Tue, Jun 16, 2020 at 4:05 PM
Navigate To Customer Payment Plan 1. Click on Customers.
2. Click on Search.
3. Click on Name and select search filter, e.g.,
Name, Account#, Phon...
Sat, Jun 27, 2020 at 10:19 PM