Contacts
28 articles
How to download a PDF of a Customers Wish ListDescribes how to download a wish list pdf for a specific client
How to add notable dates to a contact record.Describes how to add and modify special dates on a contact record.
How to display a list of all items on wishlist.Describes how to pull up a list of all items on wish list.
How to change a Contact from a Person to an Organization or vice versaHow to change a Contact from a Person to an Organization or an Organization to a Person
How to create a smart set for contacts with email addressesDescribes how to create a smart set for contacts with email addresses and download this data so you can use it for an emailing.
Contact and or Organization list basics
How to easily create a mailer for clients.Easily create a mailing list via the download mailer service option.
How to add a contact or organization.Describes how to add a company and or person to your contacts.
Importing Contacts into BusinessMindDescribes how to import contacts into BusinessMind via a csv file.
How to use Contact Linking and RelationsDescribes how to use contact linking and relations (significant other) in BusinessMind and its many benefits.
How do I delete an address from a contact record?Describes how do I delete an address from a contact record?
How to bring up a list of clients with a balanceDescribes 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.Describes how to create a smart set for contacts by latest transaction date in BusinessMind for Jewelers
How to run a search for contacts created after a certain date.Describe how to bring up a list of contacts created after a certain date in BusinessMind for retail jewelers.
How to create a smart set for contacts with a specific postal code.Describes how to create a smart set for contacts with a specific postal code.
How to modify a clients credit limit.Describes how to modify a clients credit limit.
How do I to create a list of new contacts added to BusinessMind?Describes how do I to create a list of new contacts added to BusinessMind?
How to I add or modify a customers default discount?Describes how to I add or modify a customers default discount?
How do view a customers latest transactionsDescribes how do I run a client activity report for specific client?
How to see a clients purchase history.Describes how to see a clients purchase history.
Managing Duplicate ContactsHow to merge a duplicate contact in BusinessMind Software for Jewelers
How do I display a list of notable dates?Describes how do I display a list of notable dates?
How do I set a default address for a contact record.Instructions on how to set a default address on a contact record.
How to add items to a contacts wishlist.Describes how to add and or modify items on a contacts wish list
How to copy info from a sealed appraisal to a new appraisal