How To Import Contacts Click the “Contacts” tab Under the “Your Customers” page, click the blue “Import Contacts” button on the right side of...
How To Set Up A Smart Texting Number Click on “Settings” and go to “Software Setup” Click on “CRM & Site Apps” in the Front Office Tools table...
How To Add Or Edit A Contact Click the green “+” sign button in the top of the screen, and go to “Add Contact” On the “New...
Adjust Invoice Ledger Using Credits Our software allows for credits to be applied to a customer’s profile, in order to be used for future purchases....
Customer Call Logging Widget Functionality Punchey is excited to further connect your phone system with our software. Our call logging widget is like callerID on...
