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Customers
This collection includes articles on creating, updating Customers, and associated functions.
Customer Profiles - An Overview.This article gives a high level overview of the customer profile, by section.
Create a New CustomerThis article explains how to create a NEW customer, including setting the customer status.
Customer CRMThis article introduces Customer CRM action 'Follow Up' for a customer.
Contact Roles
Overwrite tasks on customer level
Document Configuration for Customer Portal
Giving access to Customer Portal
Customer Portal(for Customers)Customer facing overview of the Customer Portal, including a Video walk through.
News Feed
Generate delivery manifest from customer portal
Customer portal locationsExplanation how you can make locations visible on the customer portal