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Citrus-Lime Knowledge Base

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    Customer Management

    Topics on Customer Management

    How do I create customer account statements?

    Viewing Customer details in Back office

    Cloud POS Backoffice // How do I check the Order Import Log for failed orders?

    Backoffice // Edit a comment or note on a customer order

    How do I help to ensure my emails sent from Cloud POS have the best chance of being delivered?

    How do I create a new Customer Account Type?

    Understanding the Customer Record in the Back Office

    How to set a Default Customer Account Type?

    Editing a customer in Back office

    Wildcard Customer & Item Search

    How do I use Communication Templates?

    How can I recall a Customer Order from the Back Office?

    How do I create a new customer in the Back Office?

    How do I use the Customer Communications feature?

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