• New Customer Contact

    27/06/2024 18:23:48
    To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contac...
  • Reports

    27/06/2024 18:25:49
    Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see about ...
  • Customer admins

    27/06/2024 18:27:15
    If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...
  • Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....