Customers

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   You can access the Customer form by:

•Clicking on the Customers icon

•Clicking on Customers menu option

Customer navigation

Customer

➢Main

➢Practice info

➢Local Deliveries

➢Pickups

➢Fulfillmets

➢Customer & Case Alerts

➢Attachments

➢Education Courses

Related Info

➢Practice Doctors

➢Affiliations

➢Staff

➢Contacts

Calls and Notes

Cases

➢Audit Trail

➢Call Notes

➢Products

➢Enclosures

➢Tasks

➢Tasks History

➢Case Notes

➢Attachments

➢Payments & Credits

➢Taxes

Accounting

➢Accounting

➢Billing Info

➢Collection & Credit Hold

➢Payments

➢Credits

➢Statements

Sales

➢Departments

➢Product Types

➢Product Groups

➢Product by ID

➢Sales

➢Credit

➢Remake

Correspondence

Communication