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Brightpearl Help Center
Contacts and CRM
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