Customers
This category should hold articles related to our users setting up anything related to their customers' experience. Company and Contact setup, etc.
Companies and Contacts
- Add a New Company
- Answer customer questions and find information quickly
- Contact Updater
- Edit Tasks
- Exporting Customers and Contacts Out of Allmoxy
- Fake bot accounts
- Implementing Customer Service
- Merge Companies
- Notes, Announcements, and Tasks
- Options for Adding Customers
- Should I import my customers or let them create their own accounts?
- Understanding what your customer sees
- Wiping Companies List
- Making a contact or company active/inactive
Tags, Pricing and Visibility By Customer
- Can Allmoxy allow us to set the default permissions when a new customer signs up?
- Company Tags
- Customer exclusive categories and products
- Dealer Mode
- How do I see a master list of my tags?
- How to give a discount using tags
- I offer dealers an exclusive price that isn't a percentage discount.
- I want to control what pricing new customers see.
- Tags in Allmoxy