Contacts and CRM

Customer and supplier records

• Introduction to customers and suppliers
• Contact data protection
• Creating and editing customers and suppliers
• Video: Creating and editing customers and suppliers
• Companies / contact relationships
• Customer and supplier reports
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Customer and vendor attributes

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

Working with contacts

• Importing customers and suppliers
• Video: Updating contacts using an Import
• Exporting customers and suppliers
• Merging contacts
• Customer and supplier search

Emails and marketing

• SmartForms
• Lead sources

Troubleshooting and updates

• New features in Contacts and CRM