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Add Item
Add Item allows the administrator to process a simple order on the customer's behalf without the need to impersonate. When on a given Account, the Add Item button appears above the account holder's order history: Click Add Item to see a product ...
Membership Flow Down
Introduction Memberships can be added to organizations. The memberships will flow down to all accounts that are primarily affiliated with the organization. This allows the accounts under an organization to share the benefits of the membership. If a ...
Add Funds
The Add Funds button is used to add a payment made via Check, Cash or Credit Card to an existing Account. Example: A customer who owes a balance sends in a payment by check. How To: First bring up the Account by typing part of the customer's name in ...
CRM Add Communication
The Add Communication icon allows you to open the dialog box and create any number of types of communication in the CRM (phone, email, fax, mobile, in person, event, task, note system, general) Example: You are on the phone with a potential client or ...
Add or Remove Account Credit
Account Credit is used to add funds to an existing Account where those funds cannot be refunded to Check, Cash, or Credit Card. It can only be used in the system to purchase products. Add Account Credit Example: One of your customers receives a ...