Customer and supplier records
- Customer credit terms and limits
- Contact data protection
- Creating and editing customers and suppliers
- Video: Creating and editing customers and suppliers
- Companies / contact relationships
- Video: Contact relationships and organizations
- Video: Customer groups and price lists
- Contact character limits
- Customer and supplier reports
- Importing customers and suppliers
- Video: Importing customers and suppliers
- Video: Updating contacts using an Import
- Exporting customers and suppliers
- Contact timelines
- Contact status
- Video: Customer Statuses
- Contact tags
- Notes on contact records
- Merging contacts
- Video: Customer and supplier custom fields
- Customer and supplier search
- Online accounts / web portal
- Video: Introduction to the customer webportal
- FAQs about customers and suppliers