Managing Customers & Contacts

More:

Customers Database Overview

Contacts Database Overview

Market Quest Record Toolbar

Entering New Customer and Contact Records

Merging Records

Deleting Customers and Contacts

Attaching Files to Customers and Contacts

Creating Related Parties Groups

Tracking Referrals

Sending Temporary E-Mail Messages

Using the Dashboard to Manage Customers

Using the Dashboard to Manage Contacts

Sorting Contacts and Customers

Showing Duplicates

Using Groups to Select People to View

Viewing Letters Sent to a Customer or Contact

Viewing Campaign Status

Finding Customers and Contacts

Bookmarks