Customers

Customer from within Sales

How to see all jobsites for a customer and create a job for a jobsite
The customer screen (select the Sales button from the main screen of the application, then Customers) contains a number of useful options that may help spee...
Wed, Jun 10, 2020 at 1:24 PM
Adding A New Customer
From Sales / Customer. Right click anywhere within the left hand grid. Select "Add New Customer" Fill in The Customer Type and Cu...
Tue, Aug 4, 2020 at 11:04 AM
Adding A Contact or Adding Contact Information to a Customer
Highlight the customer, you wish to work with by clicking on their name one time in the customer list or use the filter function to select the customer you ...
Tue, Aug 4, 2020 at 11:08 AM
How to Alert Dispatchers to Not Create Jobs for a Customer
While Rapid ERP does not provide for a way to block customers so as to prevent dispatchers from creating new jobs for them, it has 2 workarounds you can use...
Thu, Oct 21, 2021 at 4:45 PM