Accounts
Manage the customers you quote, produce for, and ship to.
Accounts · how to
Create and update an account
Create a customer account, find its saved record, and update its notes from the account detail page.
Accounts · how to
Find an account and view its quotes and orders
Find a customer account, check its linked records, and open the relevant quote or order.
Accounts · how to
Log an account activity
Add a manual activity to an account and confirm that the saved entry appears in its activity feed.
Accounts · how to
Set account commercial defaults
Set payment terms, FOB and ship-via defaults, then check the values copied into a new draft quote.