CRM tab functions

Rapid Entry Settings
This article will go over how to change your Rapid Entry CRM settings.  The settings for example are:  First Name - Last Name - Phone Number - etc.  You can...
Tue, Jul 21, 2020 at 7:27 PM
How Do I Make A Company Tax Exempt
This article will go over how to mark a company tax exempt.   Once the company has been marked tax exempt the tax rate will automatically be set at 0% when ...
Fri, Oct 4, 2019 at 3:34 PM
How To Delete A Contact
This article will go over how to delete a contact.  Please note that once deleted, the contact will remain in the Deleted Contacts icon for a month.  After ...
Fri, Oct 4, 2019 at 4:05 PM
How Do I Look Up Orders Associated With A Specific Delivery Address
As our software has the ability to allow an unlimited number of catering delivery addresses for a catering customer, there are times you will want to see wh...
Thu, Jul 2, 2020 at 2:42 PM
How To Give Customer's Permission To View A Permission Based Menu
This article will go over how to give a customer permission to view a specific menu that you may not want all customers to view.   This setting will allow s...
Thu, Feb 27, 2020 at 5:34 PM
How To Upload A File To A CRM Record
In this article we will go over how to upload a document to a CRM record.   For example if the client's company is tax exempt you might want to upload ...
Tue, Jul 21, 2020 at 7:31 PM
How To Complete, Add Notes, Edit or Delete An Activity
In this article, we will go over how to work specific functions with the activities that you created for your client in their CRM record.  Remember, activit...
Tue, Jul 21, 2020 at 7:38 PM
How To Schedule A Reoccurring Order
In this article we will be going over to how schedule a reoccurring order for your customer.   You can schedule the order to occur - daily, weekly, monthly ...
Fri, Aug 16, 2019 at 12:29 PM