Customer Relationship Management
Customer Management - Store a saved method of payment on file for regular customers.
Article Contents This article describes how to store a saved method of payment on file for regular customers. Step-by-Step: Step 1: Click on the "Customers" tab. Step 2:Select a member that you want to store the payment method. Then click the ...
Customers - Create Group-Manage Groups
Article Contents:- This portion summarizes how to Create and Manage Groups. Step- By- Step:- Step 1:- Click on "Customers" from the header of the tab. Step 2:- Click on "CRM" from the left row of the window. Step 3:- To create a new Group click on ...
Customers - Creating A New Flag
Article Contents: This article summarizes how to set a New Flag to customers. Step- By -Step:- Step 1:- Click on "Customers" Tab from the header of the window. Step 2:- Select "Customer" from the left side of the window. You can see the Existing ...
Customers – Manage Groups
Article Contents:- This article contents how to Manage Groups of the customer. Step- By -Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" button from the left row of the window, then select "Manage ...
Adding A New Customer
Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet' Tab from the header of the window. Step ...
Customers - Link Customer Class to Customer.
Article Contents:- This article contains how to link Customer class to Customer. Step-By-Step:- Step 1:- Click on Customers. Step 2:- Click on "Add customer" button. In Add customer window under the "General" tab fill the customer details and ...
Customers - Manage Groups - Add Customer to a Group
Article Contents:This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" from the left row of the window, then select "Manage ...
Customers - Create A New Email Campaign
Article Contents:-This article summarizes how to create a new Email Campaign. Step By Step- Step 1:- Click on the "Customer" tab from the header of the window. Select "CRM" from the left row of the window, then select "Create Email Campaign" tab. ...
Customers - Search/Add/View Customer Profiles
Article Contents:- This article contains steps on how to search for, add, and view customer profiles. Step-By-Step:- The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Once you ...