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Customer File

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Aligning Floor Plans/Blueprints with Measure Rooms for angled areas of the building

Jason Kruse November 19, 2025 19:42

0 votes 0 comments
Export name - Customer file

Sacha Taane August 14, 2025 21:39

0 votes 0 comments
Sending Invoices with Statements

David July 16, 2025 21:01 Answered

1 vote 1 comment
Customer Status Tax Exempt vs Resale

Eileen Wyatt January 08, 2025 18:38

0 votes 0 comments
Folders in Customer file attachments

Patti Wiese November 18, 2024 14:45

0 votes 0 comments
Customer Database- Contacts Improve

Kelly Scott November 30, 2023 22:55

2 votes 1 comment
Address Validation

Lori Glancy November 08, 2023 21:37

3 votes 2 comments
Credit Check - Credit Limit

Jessica Melton September 22, 2023 18:54

0 votes 0 comments
ALLOW TYPED SOLD-TO ZIP BUT REQUIRE SHIP TO ZIP FROM CITY FILE

Kelly McCracken August 11, 2023 19:26

0 votes 0 comments
lock down certain customer types

Tina Deans June 08, 2023 04:55

0 votes 0 comments
Second field for email on customer profile

David Glines May 24, 2023 23:01

1 vote 0 comments
Merging Customer Files

Denise/Nick April 20, 2023 16:28

8 votes 0 comments
Customer terms based on Customer type

Diana October 03, 2022 23:27

1 vote 0 comments
Easier way to set up customers to receive emailed statements

Kelly McCracken September 19, 2022 18:47

2 votes 2 comments
Ship to email address

Ryan Koechel September 02, 2022 18:42

0 votes 1 comment
Customer Type

Mike Korpela May 12, 2022 13:10

1 vote 0 comments
Ability to change the name of the "Contact" field in the customer file

Matt Bechtold February 07, 2022 15:59

0 votes 0 comments
Customer Record for Dual names/common-law couples

Loralee Bradshaw January 31, 2022 14:04

2 votes 0 comments
Reverse copy button

Jill September 10, 2021 17:40

0 votes 0 comments
locking customer records - Sold To

Tina Deans August 06, 2021 01:51

0 votes 0 comments
Customer Email Update

Edgar Jawdeh April 21, 2021 15:30

6 votes 6 comments
Bid Pro to Update Cell numbers

Ann Mitchell - Ext2 April 12, 2021 21:48

0 votes 0 comments
Add PO Number field to the Customer File

Tonia Lowman March 12, 2021 15:53

0 votes 0 comments
Customer Type - Changes in Quote, Orders and Bids

Dominic Mickelson December 31, 2019 18:04

4 votes 6 comments
Customer Files - Adding Ad Source

Isabel Johnson October 04, 2019 16:24

1 vote 2 comments
Cell Phone

Liz Foglio July 06, 2019 15:23 Answered

5 votes 1 comment
Customer Terms

scott bacon May 10, 2019 12:07

7 votes 1 comment
Add Customer Credit Limit to Customer A/R Information Screen

Dominic Mickelson October 29, 2018 15:56

10 votes 1 comment
Customer File- Store Specific

Kimberly Lee April 12, 2018 23:05

3 votes 0 comments