CRM
- What is the difference between an account and a contact?
- How do I create a document for a customer?
- How do I add a note to a customer?
- How do I create an account?
- How do I search for an account?
- How do I modify an account?
- How do I delete an account?
- How do I reactivate an account?
- How do I create a contact?
- How do I search for a contact?
- How do I delete a contact?
- How do I reactivate a contact?
- How do I manage the financial settings of an account?
- How do I add an address to an account?
- How do I set a credit limit for an account?
- How do I link a contact to one or more accounts?
- How do I set up default email addresses for sending invoices?