Accounts

Customers

• How to Set Up a Customer Group
• View a Refund in a Customers Profile
• Customer Discounts
• Create New (Quote, Sales Order, Work Order, Invoice) from a customers profile
• Copy a Customers Address to a Contact
• Difference between 'Save' and 'Apply Changes'

See all 18 articles

Coverage Companies

• How to Create a Coverage/Insurance Company
• How to Attach a Coverage Company to a Customer
• Coverage and Insurance Provider #

Contacts

• What is a Contact?
• How to Set Up Contact Groups
• How to Create a New Contact
• MEHD - Contact Groups Guideline
• How to Create Multiple Contacts for a Customer
• Adding Contacts to Customers/Accounts