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