Customers
Customers
How to Enter a New Contract (Contract Entry Workflow)
Overview The Contract Entry screen allows you to enter contact details, asset specifications, contract terms, and sales tax rules on a unified entry screen. Navigation & Step-by-Step Instructions Open Contract Entry Go to Customers > Enter Contract on the left menu, or use the wide-screen ent...
Navigating and Using the Customer Dashboard
Overview The Customer Dashboard is the main hub for looking up customer records, reviewing active contracts, processing monthly payments, viewing payoff figures, and checking account statuses. Navigation & Step-by-Step Instructions Accessing the Dashboard On the left main menu, click Customer...