Clients administration
To register a customer, we will access to: Clients -> Add new record Once we have entered, we will see the following window: As we can s...
Thu, 26 Mar, 2020 at 6:35 PM
In order to remove duplicate clients we will go to: System --> Tools --> Customer records consolidation The next window will open. Where ...
Mon, 27 Jan, 2020 at 2:37 PM
To unsubscribe a customer we must go to the list of clients in: Clients -> Clients. Once we have entered the list we will look for the client we ...
Tue, 28 Jan, 2020 at 10:17 AM
To view the debts of a customer we must access: Customers-->Customers. We will see the list of clients that we have in the database, we will p...
Mon, 3 Feb, 2020 at 12:21 PM
To reactivate customers we must access: Clients -> Clients. Here we will see the list of clients registered by default, but we can perform a se...
Mon, 3 Feb, 2020 at 1:25 PM
The family units can be created through the Clients menu or from the client’s own tab. Family units are groups that relate to the clients of the da...
Mon, 3 Feb, 2020 at 1:42 PM
To assign a level in a sport to a customer, we must first access the client list at: Customers -> Customers. Once inside, we will press the icon ...
Mon, 3 Feb, 2020 at 2:24 PM
In order to create new types of relationship between clients we will go to: System --> Customers --> Relationships Types We will open the follo...
Mon, 3 Feb, 2020 at 2:35 PM
To relate two clients to each other we must first access: Customers -> Customers. Once we have entered the list of clients we will press the ic...
Mon, 3 Feb, 2020 at 2:49 PM
In order to share the balance from one customer to another we will go to: Clients --> Clients. From here we will see the list of all our clients. ...
Mon, 3 Feb, 2020 at 4:23 PM