Customer Reminders

With Accentra you have option to set customer reminder. This option allows you to never forget anything about your customers.

Setting customer reminder is very easy navigate to the customer profile from admin area and click on the reminders tab.

Did you find this article useful?

  • New Customer Contact

    New Contact To create new customer contact, open the customer profile in the admin area that you wan...
  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permis...
  • Customer Admins

    If you dont want to give permission VIEW for staff member to be able to see all customers you can as...
  • Send contact set password link

    Follow the steps if you want to send set password link to your contact. 1. When creating new co...
  • General Customer Report

    Customer report can be generated from the Reports feature. Select Report type Cu...