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...
Tue, 18 Jul, 2023 at 5:06 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 ...
Wed, 19 Jul, 2023 at 10:32 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...
Thu, 20 Jul, 2023 at 11:14 AM
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...
Thu, 20 Jul, 2023 at 11:32 AM
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...
Thu, 20 Jul, 2023 at 5:29 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 ...
Thu, 20 Jul, 2023 at 5:32 PM
In order to create new types of relationship between clients we will go to: System --> Customers --> Relationships Types We will open the follo...
Thu, 20 Jul, 2023 at 5:34 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...
Thu, 20 Jul, 2023 at 5:37 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. ...
Thu, 20 Jul, 2023 at 5:41 PM