video1.0<iframe src="https://www.loom.com/embed/b9ab0842c25a4af4b59404181d766736" frameborder="0" width="1576" height="1182" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11821576Loomhttps://www.loom.com11821576https://cdn.loom.com/sessions/thumbnails/b9ab0842c25a4af4b59404181d766736-6f93ff4ede16c045.gif233.22In this video, I walk you through the customer management features of our platform, focusing on how to access and utilize individual customer settings. I demonstrate how to view transaction history, filter data, and send summaries to customers, which can be particularly helpful for sharing sales history. Additionally, I highlight the importance of checking outstanding quotes and will calls, as well as managing customer balances if they are charge customers. If you need to merge customers, please reach out to our support team for assistance. Overall, this tutorial aims to enhance your understanding of customer interactions and streamline your workflow.