Customer & Address List
Add customers (or import them from online) and store complete profile information such as product preferences and past purchases, notes, birthday, anniversary, follow-up dates, and much more.
- Default Customer List Views
- Customer, Address, & Unit List Toolbars
- View Customers Based on Last Invoice Date
- Top Sales Summary
- Save Custom Contact Groups to the List Builder
- Export Customers to Other Applications
- Export to CSV or other File Formats
- Filter & View Wish List Items
- Tracking Backordered Product