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Knowledge Base
Features and Functions
Customer and Work Address Management

Customer and Work Address Management

Editing a work address
Communications tab
Service plan
Customer Portal
Adding a customer
Editing a customer
Consolidated Invoicing
Property history
Branches
Work address record
Adding a work address
Customer record tabs
Import a work addresses
Import work addresses: Clean your data
Deactivating a customer
Delete a work address
Contacts
Add an appliance to a property
Customer/Work address files
Adding an invoice address to a customer/work address
Invoice settings
Send statement
Export customer data

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