ADDING CUSTOMERS TO THE ADDRESS BOOK To add your customers to the database you should follow the steps below: Go to the customer dashboard by clicking Customers/Manage on the menu Click on the plus sign in the upper right of the screen to add a customer (+) and your customer window will pop open Under […]
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How do I Give my Employees Access to the System?
GIVE ACCESS TO YOUR EMPLOYEES– add and manage user accounts from your company At this time we do not have permissions set up, but as we build out the system you will be able to manage the permissions and capabilities of the users from your company. To add and manage users: Upon logging on in the […]