Clients
Working with Buyer and Vendor contact Information
6 articles
Client BasicsThe basics of Searching, Adding, Updating, Adding Files to, Adding Tags to, Archiving, Merging and Deleting Clients.
Tasks & NotesManaging Tasks & Notes within the team including how to view tasks, add tasks, add notes and update tasks.
Client's HistoryKeep track of Client's Buying, Selling & Bidding history and Print Vendor Sales Advice
Website UsersWebsite Users are any Clients who have created an account on your website. Search for and Activate Website Users.
Permanent BuyersPermanent Buyers have the same buyer number in every sale. Add Clients as Permanent Buyers and Change their Buyer Numbers.
Vendor AccountsGet Vendor Account Information (including account balance, payment methods and transactional history) and Update Vendor Payment Methods