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User Guide

Aug/15/2007

Printing a packing Slip from Tradepoint is outlined in this Suuport article.

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Aug/15/2007

Customizing a packing slip will be like customizing any other report in Tradepoint. The steps to customize a Packing Slip are illustrated in this Support article.

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Apr/1/2007
Adding an Outside Contact to an Appointment. This is functionality built into the CRM component of Tradepoint. More
Apr/6/2007
How to generate Email notifications for Appointments is explained in this article. More
Apr/1/2007
Creating a Reminder can be done throughout the CRM section in Tradepoint for Appointments, Tasks, and Call Logs. More
Nov/1/2009
Create a backorder in Tradepoint directly from the Order screen. More
Aug/25/2010

With Tradepoint Version 3 screen customizations can be made with drag and drop tools. Click here to learn more.

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Apr/1/2007
How to send an Email to a Customer. More
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