Customer Records Management

Customer Records Management

Adding A New Site or Customer
Start with Site FROM THE MAIN MENU – Open the Site Master from the Main Menu selection “Site/Customer / Site Master / Edit Sites”. FROM THE SHORTCUT ICO...
Tue, Dec 8, 2015 at 1:15 PM
How To Make A Site Tax Exempt
Total Activity Control allows you to set a site to be tax exempt. Follow the steps below to enable this setting. Bring up the Site Master and select ...
Tue, Dec 8, 2015 at 1:16 PM
How to Populate Email Addresses
How to populate email addresses TAC support several email address’s •Login address and signature line, i.e., email sender •Site master has 2 email addre...
Tue, Dec 8, 2015 at 1:16 PM
How To Make A Site Tax Exempt
Total Activity Control allows you to set a site to be tax exempt. Follow the steps below to enable this setting. Bring up the Site Master and select ...
Tue, Dec 8, 2015 at 12:09 PM
Credit Card Check Box
What is the purpose of the Auto  Bill credit Card check Box The Auto-Bill check box works in this capacity :  When a customer chooses to ...
Thu, Sep 22, 2016 at 12:49 PM