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Index of Customer articles

• Accidental Move Out
• Adding additional Berths / Units / Vaults to an existing Agreement
• Adding photos & PDFs to an Agreement, Reservation or Other Credit Sale
• Adding receipts (payments) / Adding refunds
• Alert note / Alert message
• Amount tendered
• Bad debts / writing off Customers
• Bill Next Charges
• Bulk Communication Wizard (aka Email Merge, Mail Merge & SMS Merge)
• Change Agreement number or Customer code
• Charging deposits
• Converting a Reservation to an Agreement
• Converting a Sales Enquiry to an Agreement
• Converting a Sales Enquiry to a Reservation
• Customer selection window
• Customer with similar name
• Deleting a Customer
• Dealing with a bounced cheque (returned check)
• Dealing with over-payments
• Dealing with under-payments
• Email merge
• Find a Customer
• Late Cycle
• Late fees are different between Customers
• Link Agreements (so that multiple Agreements share the same Customer Code)
• Mail merge
• Manually adding a Notice to an Agreement or Other Credit Sale
• Mass payments
• Merge Data Export
• Modify Customers - Tab 1: Customer Info 1
• Modify Customers - Tab 2: Customer Info 2
• Moved Customer into incorrect Berth / Unit / Vault
• Performing a move in
• Performing a move out
• Print invoices / receipts
• Print transactions & notes upon Move Out
• Quoting Customers
• Reallocating a payment
• Removing a Berth / Unit / Vault from an Agreement with many Berths / Units / Vaults
• Setting the primary phone number
• SMS a Customer
• SMS merge
• Split a Customer (when multiple Agreements share the same Customer Code)
• Swap Agreement numbers
• Swap two Berths / Units / Vaults between two Agreements
• Threat level & terrorist activity
• Tracking waived late fees
• Transfer a Customer to another Berth / Unit / Vault
• Undo Last Charges
• Waiting List