Contacts & CRM

Customer & Supplier Records

• Creating & Editing Customers & Suppliers
• Video: Creating & Editing Customers & Suppliers
• Companies / Contact Relationships
• Video: Contacts Relationships & Organizations
• Video: Customer Groups & Price Lists
• Contact Defaults
See all 25 articles

Emails & Marketing

• SmartForms / Contact Forms
• Video: SmartForms / Contact Forms
• Lead Sources
• Mail Store