How to tutorials

Create A Customer Template Video


An easy to follow and step by step video tutorial on the creation of a customer template on the Financials for Office 365 Lite Edition. 

You may often have contacts or potential customers asking for quotes. These contacts or potential customers may not yet be registered as customers in Financials. 

In order for you to make service quotes for these requests, you should create and define one or more customer templates. You can then use the templates in the quotation phase, so that you do not have to create a customer. You use this template to pass on information that is necessary to create a customer from a contact card.