New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact then...

Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers...

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...

Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....

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...

Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see about...