Overview You can export customer and supplier information from the system. Steps You can do this by going to Reports Select Ad Hoc reports Then use the drop down to select System - Companies.
Found in: Reporting
Overview This video will show you how to set up different statuses used in a company record. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click in the Customer Status line to open the table. Enter ...
Found in: CRM & Communication Log