User Guide 14.26.2 How to File an Email into a Contact, Project, or Email File Folder directly from an Email Message. May/27/2007 How to file an existing Email into a Source, Enquiry, Lead, Customer, Project, Supplier, Email File Folder directly from an Email Message. More Back to top 14.27 How to Search for an Existing Customer Apr/4/2007 How to use the Advanced Search Tool to search for an Existing Customer. More Back to top 14.27.1 How can I print out my Search Results in Tradepoint Aug/15/2007 How to print out search results from the CRM section of Tradepoint. More Back to top 14.28 How to Create an Individual Customer File Apr/1/2007 How to create a Business to Consumer or Individual Customer File in the CRM section of Tradepoint. More Back to top 14.29 Creating Call Logs for a Customer File Apr/1/2007 How to create a Call Log within a Customer File. More Back to top 14.3 Troubleshooting within Tradepoint Apr/1/2007 Troubleshooting within Tradepoint and what the Red Ball means. More Back to top 14.31 How to Create a Quote for a Customer Apr/1/2007 How to create a Quote for a Customer. More Back to top 14.32 Creating an Invoice for a Customer Apr/1/2007 How to create an Invoice for a Customer from their file. More Back to top 14.33 How to Create an Order for a Customer Apr/1/2007 How to Create an Order for a Customer from their file. More Back to top 14.33.1 How to a print an Order or Invoice without completing it. Mar/29/2008 Tips on how to print out both an Order and Invoice without having to complete it. More Back to top 1 2 3 4 5 6 7 8 Loading…