Customers
By George and 1 other2 authors25 articles
- How Do I Create A New Customer?
- How Do I Delete A Customer Record
- How Do I Change A Client Type?
- How Do I Change Customer's 'Company Name'?
- How Do I Add Secondary Contact?
- How Do I Set A Default Contact, Email, Or Phone?
- How Do I Filter The Timeline?
- How Do I Add/Edit Timeline Comments
- How Do I Change The Contact Preference For A Customer?
- How Do I Change A Customer's Status?
- How Do I Add An Email Address To A Customer Record?
- How Do I Add A Phone Number To A Customer Record?
- How Do I Add An Address To A Customer Record?
- How Do I Edit The Customer Preference Notes?
- How Do I Edit The Personal Notes For A Customer?
- What happens when I merge clients or pianos?
- Merging Duplicate Client Records
- Merging Clients in Bulk