Companies (formally C/V Central)
C/V Central Terminology Update Coming Soon!
Soon the name Customer / Vendor Central will be changed system-wide to Companies. Why? We felt that the word companies more accurately describes this concept due to our feature that allows a company to be both a customer and a vendor. We also ...
Creating a Customer or Vendor
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
Companies Overview
Customer / Vendor Central Customer / Vendor Central is the place for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed ...
How to format list item in the Companies module
Formatting Companies list items You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red. To format items on the right side: Click More Actions menu on ...
Emailing Documents from the Companies module
Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...
Customizing Companies
Adding, Removing or Changing Fields in Companies The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this. Video on how to ...
Enabling / Disabling Company
Enabling / Disabling a Company You may disable a company in the system so that historical transactions may be retained, but remove them from the list of Companies in the Company Module. To disable a company, Navigate to Quick Menu / Companies ...
Exporting Customer's Emails
Is there a way to export customer's emails? Yes, to export a list or a report of your customer's email addresses, just follow the steps below : Go to Reports → Universal Report. In the first drop-down, choose Catalog. In the second dropdown, ...