Customer Setup
- How to configure a single user for multiple Customers in the End Customer Portal
- How to Add and Edit Customers
- How to Add and Edit Customer Sites
- How to Add and Edit Customer Products
- How to Add and Edit Customer Service Items
- How to Add and Edit Product Templates
- How to Assign Rate Cards and Pricebooks
- How to create Pro Rata charges for mid-month quantity adjustments
- What is Global Service Items?