This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Logons for customers to SalesHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the SalesHQ Setup window (
).The Manage Customer Accounts window is accessible from the Additional menu on the Customer Maintenance window or from the SalesHQ menu in Administration.
Select the Customer Number to load a customer record. Existing users will be displayed in the list:
Continue reading “Features of SalesHQ from ISC Software: Manage customer accounts”