Clients administration

How to register a client?
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...
Mon, 27 Jan, 2020 at 2:18 PM
How do we remove duplicate clients? (Consolidation)
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
How do we unsubscribe a client?
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
How can we see a client’s debts?
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
How can we reactivate clients after they’ve been unsuscribed?
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
How to manage family units.
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
How to grade the customer in a sport.
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
How to create new types of kinship/ customer relationship.
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
How can we relate two clients to each other.
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
How can we share a customer’s balance.
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