Customer Information Training
Getting Started with Customer Information
- Check out the Customer List.
- Review and update basic customer information.
- Add new ship to locations to a customer.
- Create a new customer.
- Manage additional customer contacts.
- Gain insight on how Acctivate selects pricing on sales orders for customers.
Guided steps for specific functions regarding customer information
Navigate the Customer Library:
Edit Customer Window Overview | Customer List & Credit Management | Create Customers