Contacts and CRM

Customer and vendor records

• Introduction to customers and vendors
• Creating and editing customers and vendors
• Companies / contact relationships
• Contact timelines
• Notes on contacts and orders
• Online accounts / web portal
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Customer and vendor attributes

• Customer credit terms and limits
• Customer grouping and segmentation
• Contact status
• Contact tags
• Customer and vendor custom fields
• Contact character limits

Working with contacts

• Importing customers and vendors
• Batch updating contacts
• Merging contacts
• Customer and vendor search
• Customer and vendor reports

Emails and marketing

• Smartforms
• Lead sources

Troubleshooting and updates

• New features in Contacts and CRM
• FAQs about customers and vendors

Videos

• Video: Updating contacts using an Import
• Video: Creating and editing customers and suppliers