Customer Information and History
By Stephen1 author7 articles
- How do I create or add other contacts to a customer profile?
- Where can I find a customer's Product/Service history?
- Where can I view a customer's past orders or jobs?
- How do I create a customer property? How do I assign the customer property to jobs?
- Customer 'Insights' - How can I see how much a customer has spent with me?
- Customer Profile Notes
- Customer Statements