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Adding, Managing and Retiring Customers
This article reviews how to create new Customers, manage the Customers you have, and retire Customers you are no longer...
All Projects are associated with a Customer. On the Customer Detail screen, the Projects card displays by default all Open...
End Users Card
Within the Project Details screen is the End Users card. End Users are persons at the Customer account that you...
Service Management Settings Card
On the Customer Detail screen, the last card is the Service Management Settings card. This card is used to configure...
Within the Project Details screen, the Documents card allows you to retain all important documents related to this customer. Maintaining...
Selecting a customer from the Customer List screen takes you to the Customer Profile screen. The Customer Profile screen contains...
Customer Details Card
Overview Within the Customer profile screen, the first set of content is the Customer Details card. On this card you...
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