CRM 6.9.1 Products Owned- Providing Service on your Products Mar/29/2008 In depth tools available within the Product Owned section for additional service provided to your customers. More Back to top Call Log Update Notification Email Merge Fields Jul/22/2010 Tradepoint Enterprise now supports automatic email notifications being sent of all category, status and Conversation updates. This knowledge base article will walk you through setting up this functionality. More Back to top Completing and Tracking Drop Shipments Aug/26/2010 Complete drop shipments in a few steps with Tradepoint. This new feature compliments the drop shipping tools for ordering. More Back to top Credit Limits Jan/3/2010 Use credit limits for any Customers, Resellers or Suppliers you do business with. This article explains how the credit limits work andhow to set them within an account. More Back to top Default Shipping Preferences Jan/3/2010 Set default shipping preferences for more automation within the sales process for customers and resellers. More Back to top Drop Shipping Options for Resellers Jan/3/2010 Use the drop shipping options for Resellers for more automation in order processing for any Resellers distributing products More Back to top How to Merge Contacts Aug/2/2010 Sometimes you'll end up with a contact creating a duplicate account or someone will accidently miss a contact already being in the system and create a duplicate record. Here's how to merge two contacts together INCLUDING accounting data More Back to top Multiple Ship To Addresses Jan/3/2010 Add multiple shipping addresses within an order or through a contact's account information with this feature. More Back to top Page Layout - Options for Ecommerce Tools for Prodcut Setup Jan/3/2010 Page Layout options for product display on a web site can be controlled through the Page Layout options descibed in this article. More Back to top Payment Terms Jan/3/2010 Use Payment Terms for the sales process within Customers, Resellers and Suppliers within Tradepoint. More Back to top 1 2 3 4 5 6 7 8 Loading…