Customers

• Set a Credit Card as the Default on a Customer's Account
• Customer Page/Customer List
• Making a Customer Active or Inactive
• Adding a New Customer Account
• How to Add a Note to a Customer Account
• Assign a Salesperson to a Customer Account
• How Can I Set a Credit Card as a Default on a Customer's Account?
• Assigning a Tax Rate to a Customer
• Attach or Add Services and Price Lists to a Customer Account
• How to View the Details of a Price List on a Customer's Account?
• Customer Portal