Customer Relationship Management
Complete guides for managing customers with activity tracking, sales pipeline, support tickets, task management, tags, configurable lookups, permissions, and the CRM dashboard
Logging Customer Activities
Complete guide to the Activities tab including logging calls, emails, meetings, and notes, with details on the activity dialog and automatic contact date tracking.
Customer Marketing & Segments
Guide to the Marketing tab covering customer segments, coupon usage history, and gift card management.
Customer Loyalty Program
Guide to the Loyalty tab covering enrollment, point tracking, lifetime statistics, point adjustments, and redemption values.
Customer Payments & Credits
Understanding the Payments & Credits tab, including payment history, credits on account, and how they relate to invoices and balances.
Customer Invoice History
How to view and manage a customer's invoice history, including status filters, summary totals, and creating new invoices from the customer form.
Managing Customer Addresses
How to manage shipping and billing addresses for customers, including adding, editing, and linking addresses to invoices.
Customer Profile and Information Tab
Detailed guide to the Customer Info tab covering all profile fields, CRM settings, credit settings, and account management options.
Introduction to Customer Relationship Management
A complete overview of AccuArk's CRM system covering all ten customer tabs, activity tracking, sales pipeline, support tickets, task management, and the CRM dashboard.