Clients and Accounts
Keep your customer records up-to-date and manage relationships with your clients and accounts with ease.
10 articles
Written by Jeff Hanrahan
Accounts
Written by Jeff Hanrahan. Updated over a week ago
Merge Clients
Written by Jeff Hanrahan. Updated over a week ago
Collections
Written by Jeff Hanrahan. Updated over a week ago
Store Credit
Written by Jeff Hanrahan. Updated over a week ago
Client Summary
Written by Jeff Hanrahan. Updated over a week ago
Client Transaction History
Written by Jeff Hanrahan. Updated over a week ago
Client Details
Written by Jeff Hanrahan. Updated over a week ago
Client Contact Information
Written by Jeff Hanrahan. Updated over a week ago
Searching for a Client
Written by Jeff Hanrahan. Updated over a week ago
Create a New Client
Written by Jeff Hanrahan. Updated over a week ago