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.
- Customer List Overview
- Invoice & View Customer Wish List Items
- Export Customers for the Preferred Customer Program
- Create an Entry in the Contact Log
- View Calls & Email Entries from the Contact Log
- Create & Add to the List Builder using Quick Filters
- Preferred Customer Program Report
- Set Multiple Contacts Inactive/Active or Move to a Different List
- Create a Note for Multiple Contacts
- Customer Backordered Product