You can filter your customers by name or view active customers only using the filter "c
Customers with open invoices,". Any archived customers will appear only under the "Archived customers" filter.
Additionally, you can filter by Customer Group.
You can run through your list of customers and enable/disable any email types if needed, using the tickboxes on the right hand side.
Clicking on a customer's name will bring you to the customer's record with the following tabs:
Invoices - Provides an overview of all open invoices for the selected customer, along with the option to display all of their historical invoices. It also includes a credit summary of the customer and the option to disable automated emails on the customer or invoice level.
Conversations - Where you can find any customer replies to the automated emails. You can also leave internal notes for yourself and set self-reminders.
Contacts & Addresses - This is where you will find any contacts from the customer record in the acounting package. You will be able to check and change the Primary Contact (the recipient for all email reminders) and Escalation Contact (by default is added to Reminder 3 onwards).
You have the capability to change who is designated as the primary and escalation contact.
Outbox & Sent - Emails (Reminders, Statements, Thank you emails) currently scheduled to be sent to the customer and emails sent delivered to the customer.
Options provides additional settings for each customer for credit control and also risk insights.
