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Working with Customers

← Knowledge Base

  1. Customer Screen Overview

  2. Customer Profile Overview

  3. Add A New Customer

  4. Alternate Address

  5. Edit A Customer Profile

  6. Using The Internal Loyalty Program

  7. Using the External SalesBuilder Loyalty Program (v 7.8 and higher)

  8. Using the External SalesBuilder Loyalty Program (v 7.7.0 and lower)

  9. Hotel / Lodging Customers

  10. Customer Last Order Recall - Reorder Prior Order

  11. Promise Times

  12. Set Promise Time for an Individual Order

  13. Customer Notes

  14. Customer Order History - List of All Orders

  15. Make A Customer Tax Exempt

  16. Add A Customer To An Order (version 8.1+) - Customer Search

  17. Edit Detailed Customer Information (version 8.1+)

  18. Add multiple addresses to customer record (version 8.1+)

  19. Add a pop up alert or note to a customer record (Version 8.1+)

  20. Easily reorder customer's last order (version 8.1+)

  21. Make a Customer Tax Exempt (version 8.1+)

  22. Block a customer from delivery or pick up orders (version 8.1+)

  23. Apply a credit offer to a customer (version 8.1+)

  24. Promise Times (version 8.1+)

  25. Set Promise Times for an Individual Order (version 8.1+)

  26. Hotel / Lodging Customers (version 8.1+)

  27. Customer Groups (version 8.1+)

  28. Managing Customer House Accounts (version 8.1+)

  29. Merge Customer Records (version 8.1+)

  30. Customer Advanced Search Marketing (version 8.1+)

Feedback and Knowledge Base

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