Customer

Docs and Pics - Overview
Related Video Content: Details:  Docs and pics support drag-and-drop from Windows folders, multi-level folder structure, and default folders created ...
Tue, 25 Sep, 2018 at 7:14 AM
Right Click to Cancel an Order
Related Video Content: You can quickly cancel a sales order or service order by right clicking on a customer on the Customer tab. Watch the video below for...
Mon, 17 Sep, 2018 at 3:14 PM
Right Click Email in Customer Preview Screen
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Mon, 17 Sep, 2018 at 3:17 PM
Drag and Drop Documents and Pictures
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Mon, 17 Sep, 2018 at 3:19 PM
Enter a Customer Country Without Choosing a State
Issue: The State field is required when entering a customer address, so what do you do if the country has no states - for example, the Cayman Islands? ...
Mon, 17 Sep, 2018 at 3:23 PM
Customer Refund - Cancel Sales Order and Give Refund
Step by Step: Follow the steps below if a customer makes a payment against a sales or service order, and now wants to cancel the order and has requested a ...
Mon, 17 Sep, 2018 at 3:26 PM
Customer Refund - Sales/Service Order Not Created Yet (Unapplied Payment)
Step by Step: Follow the steps below if a customer makes a payment before the sales or service order has been created, changes their mind a couple of days ...
Mon, 17 Sep, 2018 at 3:30 PM
Customer Refund - Customer Made Payment to Sales/Service Order But Payment Applied to Wrong Order
Step by Step : Follow the steps below if a customer makes a payment to a sales or service order but the payment gets applied to wrong order. Step 1: Go to...
Mon, 17 Sep, 2018 at 3:34 PM
Print Customer Labels
Details: You can mass highlight and print multiple customer labels from the following screens in Evosus: - Action Items - Maintenance Contract Search ...
Mon, 17 Sep, 2018 at 3:38 PM
Add New Credit Memo
Related Video Content:  Use the Credit Memo tab to add an account credit to a customer’s account or make adjustments to existing credit. Step by Step...
Tue, 12 Feb, 2019 at 2:10 PM