Managing Customers
How to create, edit, and organize your customer records.
What is a Contact?
What is a Contact? In CloudFFL, a contact is any person or business you deal with — customers wh...
Creating a New Customer
Creating a New Customer Every customer you sell to needs a contact record in CloudFFL. Here is h...
Editing Customer Information
Editing Customer Information Customer information changes — people move, get new phone numbers, ...
Customers vs Companies
Customers vs Companies In CloudFFL, you can create contacts as Individuals (people) or Companies...
Searching for a Customer
Searching for a Customer When a customer walks in or calls, you need to pull up their record qui...