Tag: Customers Categories How To Videos Accounts Channels Companies CRM Dashboard Despatch Promotions Purchasing Reports Returns Sales Orders Stock Items Stock Tools System Setup Explainer Videos Accounts Channels Companies CRM Dashboard Despatch Promotions Purchasing Reports Returns Sales Orders Stock Items Stock Tools System Setup Search Categories How To Videos Accounts Channels Companies CRM Dashboard Despatch Promotions Purchasing Reports Returns Sales Orders Stock Items Stock Tools System Setup Explainer Videos Accounts Channels Companies CRM Dashboard Despatch Promotions Purchasing Reports Returns Sales Orders Stock Items Stock Tools System Setup Search 0:40 How to Create a New Company Tags: Companies, Customers, Suppliers 7:05 Creating a New Customer Record Tags: Companies, Customers 0:41 How to Delete an Address or Contact from a Company Record Tags: Addresses, Companies, Contacts, Customers, Suppliers 0:30 How to Add an Address to a Company Record Tags: Addresses, Companies, Customers, Suppliers 0:34 How to Add a New Contact Against a Company Address Tags: Companies, Contacts, Customers, Suppliers 0:34 How to Set a Company to be a Customer or Supplier Tags: Companies, Customers, Suppliers 3:16 How To Create a Return Using Sites Tags: Customers, Exchange, Quarantine, Returns, Sites 1:22 How To Use the Customer Returns Analysis Report Tags: Customers, Reports, Returns 4:26 How to Create a Customer Return Without an Exchange Tags: Customers, Exchange, Returns 0:48 How To Change a Customer's Source Keycode Tags: Customers, Keycodes 0:31 How to Edit a Company's Address or Contact Details Tags: Addresses, Companies, Contacts, Customers, Suppliers 0:34 How to Delete a Price List from a Customer's Record Tags: Customers, Price Lists, Promotions 0:42 How to Export Customers to MailChimp Tags: Customers, Email, MailChimp 5:29 How To Use the DeDupe Screen Tags: CRM, Customers, De-Dupe 1:04 How to Create a New Entry in the CRM Screen Tags: CRM, Customers, Leads 4:25 Creating a Customer Return With Refund Tags: Customers, Returns 0:44 How to Add a New Payment to a Company Statement Tags: Accounts, Customers, Payments, Statement, Suppliers 0:34 How to Add a Comm Log Entry from a Company Record Tags: Comm Log, Companies, Contacts, CRM, Customers, Suppliers 0:34 How to Assign a Price List to a Customer Tags: Customers, Price Lists, Promotions 0:35 How to Anonymise a Customer Record Tags: Customers, Data Protection, Suppliers 0:41 How to Allocate a Payment or Credit to an Invoice Tags: Accounts, Companies, Customers, Invoices, Payments, Statement, Suppliers 2:49 How To Review a Customer's Statement Screen Tags: Accounts, Customers, Statement 0:24 How to Turn off Data hold for a Company Record Tags: Companies, Customers, Data Protection, Suppliers 0:38 How to Turn on Data Hold for a Company Record Tags: Companies, Customers, Data Protection, Suppliers 0:57 How to Unallocate a Payment or Credit from an Invoice in a Company's Statement Tags: Accounts, Companies, Customers, Invoices, Payments, Statement, Suppliers 0:44 How to Use Postcode Lookup Tags: Companies, Customers, Suppliers 4:42 How to Import Customers Tags: Customers, Import, System Setup 0:26 How to Produce a Statement for a Customer Tags: Companies, Customers, Print, Statement 0:35 How to Create an Order from within a Company Record Tags: Customers, Purchase Orders, Purchasing, Sales Orders, Suppliers
