Customers
- Customer Account Breakdown
- Customer Creation and Linking a Parent Account
- Creating and Managing Customer Tags
- Improved Customer List With Advanced Search
- Customer Account Activity Feed
- Batch Edit & Delete Customers
- Overview of Customer History information Section Financial Attributes
- Using Equipment
- How to Merge Customers
- Deleting Customers (Article & Video)
- Service Agreement Management Dashboard
- Customer Email Preferences and Customer Communication Preferences