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    CRM Module

    Follow New articles New articles and comments
    • Adding Multiple Permits on a Customer
    • Creating Contract Pricing
    • Insertion Sequence
    • Update Quantities on a Version
    • How to Set Up a Default CSR and Sales Rep for a Customer
    • Search for an Order Using a Client's PO Number
    • Add an Estimate or Order from the Home Screen
    • Verify a Customer's Unpaid Balance
    • Change the Credit Card on File
    • Set up Multiple Email Addresses on a Single Contact
    • Customer Alerts
    • Midnight CRM App
    • CRM Customer Tabs
    • Understanding the CRM in Midnight and how to add New Customers
    • Managing Cards on File

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