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This article will go over how to change your Rapid Entry CRM settings.  The settings for example are:  First Name - Last Name - Phone Number - etc.  You can...

This article will go over how to mark a company tax exempt.   Once the company has been marked tax exempt the tax rate will automatically be set at 0% when ...

This article will go over how to delete a contact.  Please note that once deleted, the contact will remain in the Deleted Contacts icon for a month.  After ...

As our software has the ability to allow an unlimited number of catering delivery addresses for a catering customer, there are times you will want to see wh...

This article will go over how to give a customer permission to view a specific menu that you may not want all customers to view.   This setting will allow s...

In this article we will go over how to upload a document to a CRM record.   For example if the client's company is tax exempt you might want to upload t...

In this article, we will go over how to work specific functions with the activities that you created for your client in their CRM record.  Remember, activit...

In this article we will be going over to how schedule a reoccurring order for your customer.   You can schedule the order to occur - daily, weekly, monthly ...

In this article we will go over how to send an email, with a link, to your customers to allow them to add a credit card to keep on file. Here is a video...

In this article we will go over how a customer will upload a credit card to their CRM file. To learn how to send a customer a link to upload their credi...