When you enter a new customer (or edit a customer contact), you’ll see the ability to add a “tag.” Tags are simply labels that allow you to organize and quickly find customers according to categories or descriptions that are meaningful to you. For example, if you want to keep track of which customers have kids [...]
Archive for the ‘Favorites’ category
Why would I ‘tag’ a customer?
November 12, 2007My Favorite Feature – Part 1
September 27, 2007So, I really love the Invoice History feature. If you click on the “More” button next to an invoice, Billing Manager will display the life story of that invoice…when it was emailed, paid and more. If you emailed the invoice, you can even see if your customer has viewed it.
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