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Customer Records

how to create, modify and manage customer records

  • Quick Search
  • Customers Overview and Terminology
  • Working in the Customer Card
  • Customer Account Status
  • Create a Customer in the ACP
  • Create a Customer in the POS
  • Create a Customer in ResMgr
  • Customer Club Subscriptions
  • Search Types and Overview
  • Search Customers
  • Search Club Membership Information
  • Search Results Toolbar and Actions
  • Exporting Customer Information
  • Customer Types
  • Customer Sources
  • Customer Tags
  • Bulk Modify Customer Records
  • Customer Dedupe Tool
  • Customer Account Access Online

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  • Company Settings
  • Manage and Use Integrations
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