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Customers 16
This course provides an overview of all the key features in the Customer module, and includes instructions on how to configure Company and User settings, add/edit customers, and analyze and report on customer data.
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Company SettingsLecture1.1
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User SettingsLecture1.2
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Create or Edit CustomerLecture1.3
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Limiting Customer viewLecture1.4
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Communications and CalendarLecture1.5
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Ship To AddressesLecture1.6
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Sales TaxesLecture1.7
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Order DefaultsLecture1.8
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PricingLecture1.9
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User Defined FieldsLecture1.10
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BillingLecture1.11
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Price MatrixLecture1.12
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Orders, Sales History and StatisticsLecture1.13
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Equipment – OptionalLecture1.14
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Accounts ReceivableLecture1.15
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Customer Quiz 22 questionsFinalQuiz1.1
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User Defined Fields