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View Full Version : Customer F.A.Q.'s


Steve
02-23-2004, 10:34 AM
Customer F.A.Q.'s
(frequently asked questions)

http://www.gophergraphics.com/images/view-flash-demo.gif<span style='color:red'>This button will appear if a training video is available, click the button to view.</span>

How to enter a customer. (http://www.gophersoftware.com/training_index.cgi?ref=null&page=training_customer)http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/create-a-new-customer.htm)

Using Auto-Billing (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=373) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/auto-billing.htm)

Setting customer payment terms. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=340) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/setting-default-payment-terms.htm)

How to set up multiple customer properties? (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=180) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/customer-multiple-properties.htm)

How to see only active customers in your customer list. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1641;r=1)

How can I print out mailing labels? (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1692)

How to print a customer list with the customer address? (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=856) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/reports-customer-list.htm)

How to export a list of ACTIVE customers to a text file for use with microsoft mail merge. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1523)

How to enter a customer's initial balance? (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=895) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/initial-balance.htm)

How to use customer categories for snow plowing. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1642) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/customer-categories-snow-plowing.htm)

Where to place crew comments, for a customer's specific property. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?;act=ST;f=2;t=177) http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/property-crew-comments.htm)

How to set up customer sales tax regions. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST&f=2&t=1673&st=&&#entry9309) http://www.gophergraphics.com/images/view-flash-demo.gif (http://gophersoftware.com/training/salestax.htm)

I would like to generate invoices for some customers on a daily basis and other customers on a monthly basis Using Customer Categories (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST&f=2&t=1263)http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/generating-invoices-with-customer-categories.htm)

How to print a customer history report? (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST&f=2&t=2726&st=&&#entry13985) http://www.gophergraphics.com/images/view-flash-demo.gif (http://getgopher.com/training/customerhistory.html) 6/19/06

How to create a customer letter. (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=2760)http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/estimate-to-make-letter.htm) 6/26/06