All Collections
Contacts
How to download a PDF of a Customers Wish List
How to add notable dates to a contact record.
How to display a list of all items on wishlist.
How to change a Contact from a Person to an Organization or vice versa
How to create a smart set for contacts with email addresses
Contact and or Organization list basics
How to easily create a mailer for clients.
How to add a contact or organization.
Importing Contacts into BusinessMind
How to use Contact Linking and Relations
How do I delete an address from a contact record?
How to bring up a list of clients with a balance
Contact smart set and detail view additions
How to create an appraisal
How to view Appraisals I created for my clients
How to create a smart set for contacts by latest transaction date.
How to run a search for contacts created after a certain date.
How to create a smart set for contacts with a specific postal code.
How to modify a clients credit limit.
How do I to create a list of new contacts added to BusinessMind?
How to I add or modify a customers default discount?
How do view a customers latest transactions
How to see a clients purchase history.
Managing Duplicate Contacts
How do I display a list of notable dates?
How do I set a default address for a contact record.
How to add items to a contacts wishlist.
How to copy info from a sealed appraisal to a new appraisal