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Customer Records

how to create, modify and manage customer records

  • Customer Tab: Overview and Terminology
  • Customer Card Basics
  • Abandoned Carts
  • Bulk Modify Customer Records
  • Customer Account Status: Active & Enabled
  • Customer Account: Web Site Password Access
  • Quick Search: Customer & Orders
  • Create a Customer in the ACP
  • Create a Customer in the POS
  • Create a Customer in ResMgr
  • Club Subscriptions: Customer Card
  • Customer Dedupe Tool
  • Customer Sources
  • Customer Tags
  • Customer Types
  • Exporting Customer Information
  • Search Customers
  • Search Results Toolbar and Actions
  • Search Types and Overview

topics

  • What's New!
  • Getting Started
  • Allocation Module
  • Company Settings
  • Customer Records
  • Discounts
  • Email Campaigns
  • Manage Inventory
  • Manage and Use Integrations
  • Manage Products
  • Payment Processing
  • Reports & Metrics
  • Reservations Manager
  • User Accounts
  • Wine Club
  • Work with Orders
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