Customer Creation and Management
How to set up, modify, and read a customer records.
Customer records hold everything the system knows about your customer base and makes it easily accessible.
While this section is being complete please refer back to our legacy knowledgebase for any help you need creating a new customer record. Here are the links for how to do that in the ATS App and Web Portal.
Advanced Customer Management
Please click Here to visit our legacy knowledgebase on this topic.
Please click Here to visit our legacy knowledgebase on this topic.