Customers

Customers

• Overview of Acctivate's CRM functionality.
• View the created and updated date and user of a Customer record
• Updating Customer Billing, Shipping, and Contact Email Addresses
• Updating the 'To' Customer email
• Finding customers in the lookup window.
• Changing a customer's currency type.
• Creating a custom filter in the customer list window.
• Creating Customers
• Customer Types
• Video: Customer Information Window
• Setting up multiple Currencies in Acctivate.
• Managing customer contacts.
• Restricting salespeople to assigned customers only.
• Adding and using marketing lists.
• Adding and using marketing codes.
• Tracking and managing prospects.
• Sending Emails to a Group of Customers.
• Creating new customers
• Exporting the Customer List.
• Setup Default Salesperson for a Customer
• Tips for proper address formatting.
• Adding sales order pop-up notes for customers.
• Adding Customer Contacts
• Generating a customer mailing list.
• Marking customers as Active or Inactive.
• Deleting Customers out of Acctivate.
• Fixing invalid addresses in Acctivate.
• Setting up Delivery Routes.
• Navigating the Edit Customer Window.
• Merging Duplicate Customers

Locations

• Managing Customer Ship To information in Acctivate.
• Setting up Customer Jobs in Acctivate.
• Configuring the Default Ship To Location.
• How to configure default Ship To Comment, Shipping Instructions, and Special Instructions per Customer

Credit & Terms

• What is the difference between Credit Hold, Over Limit, and Overdue?
• What is the Customer Collection Trend?
• Storing Credit Cards in Acctivate.
• Credit Restriction Options.
• Managing Credit Alerts and Notes.
• Including Open Sales and Service Orders on a Credit Evaluation
• Acctivate's Credit and Collection Management Features.
• Editing and adding terms codes to Acctivate.

Pricing

• Creating Customer Contracts.
• Assigning Customer specific Product ID to a Product.
• Tracking products ordered by customers.
• Finding a Customer's Last Order.
• Set Up and Maintain Price Codes
• Using the Price Check utility.

Broadcast Email

• What are the Acctivate Broadcast Email Orders Selections?
• What are the Acctivate Broadcast Email Credit Memos Selections?
• What are the Acctivate Broadcast Email Account Information Selections?
• What are the Acctivate Broadcast Email Contact Information Selections?
• What are the Acctivate Invoice Fields for Email Templates?
• What are the Acctivate Broadcast Email Quotes Selections?
• What are the Acctivate Broadcast Email Invoice Selections?
• What are the Acctivate Broadcast Email Ship to Information Selections?